Westmount Asset Management

What is Westmount Asset Management?

Westmount Asset Management is an independent wealth management and asset management firm headquartered in Los Angeles, California, with additional offices in Pasadena, El Segundo, Newport Beach, Santa Barbara, La Jolla, and Menlo Park. Founded in 1990 by ex-federal prosecutor Jim Berliner and entrepreneur Bob Berliner, the firm has grown to manage approximately $5.6 billion in client assets.

The firm is dedicated to creating personal and enduring relationships with clients, delivering strategies to manage, grow, and preserve wealth sensibly.

Westmount's clientele comprises successful and established individuals, families, and business owners who value a partnership approach to financial planning. The company operates with transparency and emphasizes ethics, adopting an independent advisor model to align its interests with those of its clients.

The team at Westmount is known for actively seeking a wider range of investment opportunities, including alternative investments, alongside traditional holdings like stocks and bonds. Their investment philosophy is long-term oriented, but also allows for flexibility to capitalize on short-term market opportunities.

Westmount Asset Management is not limited by conventional thinking in its quest to enhance client portfolios. A growing number of clients also seek to use their investments to effect positive change, with Westmount facilitating their interest in socially responsible and ESG investing. Furthermore, Westmount holds a B Corp certification, reflecting its commitment to higher standards of social and environmental performance, accountability, and transparency.

As one of Los Angeles's oldest independent investment firms, Westmount embraces innovation balanced with the zeal for protecting client interests, positioning itself as a sophisticated option for wealth management services.