For your asset and wealth management needs you shouldn't have to choose between a firm with deep resources and a boutique firm with a personal touch.
We co-founded our firm by bringing together years of past institutional asset management, private equity investment, and business ownership experience, combined with our entrepreneurial and independent vision. We believe our clients need advisers who understand what it takes to build businesses, manage risks, grow wealth, and protect financial legacy. Armen A. Grigorian and Curtis E. Hollowell, Co-Founders, Managing Partners. See more...
Clearly Better Wealth Management
We offer a straightforward approach that’s fully aligned with your interests. Our work starts with comprehensive financial strategy planning, followed by tailored portfolio management focused on capital preservation, risk & liquidity management, and long-term after-tax returns. Our bottom line is helping you achieve your financial objectives while minimizing your overall risk.
Written for institutional and individual investors alike by Vincent Catalano, CFA, Chief Investment Officer of Redmount Capital Partners, this book offers an investment technique that takes into account enormous impact the actions of politicians, regulators, and economic policy makers have on the financial markets. The book illustrates how you should index a portion of your stock portfolio to the market, while investing another portion in industry sectors that are likely to outperform the broader market. To determine "hot" sectors, Catalano provides a framework for analyzing government activity, the economy, and market activity. Through proper interpretation of these events, you'll learn how to outperform the markets, while mitigating downside risk. Buy the Book Here
In the Media
Our Chief Investment Officer Vincent Catalano CFA discussing Fed bank reserves policy on Bloomberg Markets with Carol Massar and Jason Kelly. More here
Our Chief Investment Officer, Vincent Catalano, CFA, discussing PE role in portfolios that contain publicly-traded companies on Bloomberg Markets with Carol Massar and Jason Kelly. More here
Our Chief Investment Officer, Vincent Catalano, CFA, on CNBC, weighing on current stock market.
In the News
Our Chief Investment Officer Vincent Catalano, CFA was asked to voice opinion by The Wall Street Journal. Read here
Our Chief Investment Officer, Vincent Catalano, CFA, on CNBC, weighing on current stock market conditions.
Our Chief Investment Officer Vincent Catalano, CFA moderated panel discussion of IMN Global Indexing & ETFs Conference in Monarch Beach Resort, Dana Point. Read here
Our Managing Partner, Armen Grigorian, delivers a keynote speech at the Family Office Forum of Boston Club in New Orleans, on March 27, 2018.