Investment Management
Portfolio Review
Financial Planning
Divorce Proceeds Assistance
Limited Partnership Programs
Fixed-Income Programs
Rollover IRAs, Roth & Traditional IRAs

Investment Management
Our mission is simple –
to provide our clients with the greatest sense of financial security possible.

Investment Management represents the largest part of our practice by percentage of revenue. Catamount Capital Partners L.P. is a fee-only investment advisor. We are never compensated by anyone except our clients; therefore our loyalties always remain with you. We charge a fee based on assets under management. Our Investment Management services include:
• Income Needs and Risk Tolerance Assessment
• Strategic Asset Allocation
• Investment Recommendations
• Continuous Portfolio Monitoring
• Stop/Loss Implementation
• Monthly Performance Reporting
• Technical Model Application
• Trade Execution
To learn more about our Investment Management process, please read about Our Philosophy.

Portfolio Review
Some of our clients prefer to manage their own account but would like our Investment Management Team to examine their portfolio periodically to determine imbalances, uncover portfolio risks and make investment recommendations. We provide this service on an hourly basis. Please contact our office if you are interested in having your Portfolio reviewed.

Financial Planning
If you would like answers to the following questions, we can help?
• How soon can I retire?
• How much should I be saving?
• What is the most appropriate savings vehicle (401(k), IRA, ect.)
• What type of income can I expect in retirement?
• How much money will I need to retire?
• What specific investment risks should I consider?
• What type and how much insurance coverage do I need?
• What issues should I consider when entering into a marriage?
• How can I financially prepare for divorce?
Financial Planning is included for clients with a minimum account size of $250,000 under management with our firm.

If you do not have an account with us, we offer Financial Planning services at a rate of $85/hour.

Financial Assistance with Divorce Proceeds
We can establish Spousal Rollovers from 401(k) Plans, Manage Family Trust accounts and execute Qualified Domestic Relations Order (QDRO) instructions.

(Disclosure: We do not provide Divorce Counseling, Legal or Tax Advice regarding Divorce Settlements. Our account minimums are $250,000 so each party’s settlement must be in excess of that amount in order to qualify for our services.)

Limited Partnership Programs
Fixed Income Programs
We have uncovered several means of providing our clients with higher returns on income investments than traditional annuities, CD’s and bond holdings. The nature of these vehicles is proprietary and we’d prefer not to publicly disclose information on these programs, since the inventory of these products is limited. If you would like information on either of these offerings, please contact our office.

IRA Accounts
Rollover IRA’s
If you have a 401(k) account with a prior employer, it is typically a good idea to roll it over to a Rollover IRA or existing Traditional IRA brokerage account. This will allow you to actively access and manage your account. Furthermore, an IRA brokerage account will offer you a greater selection of investment options.

Roth IRAs & Traditional IRAs
IRA’s provide Americans with a tax-preferred means of saving for retirement. They are a savings vehicle that all eligible persons should take advantage of. We charge a flat rate of $100 to start up a new Roth IRA or Traditional IRA account and a $50/year maintenance fee. Depending on the amount of your contributions, this amount may or may not be less than commissions you’d pay to a traditional broker.