Lamont Financial Services, 250 Bel Marin Keys Blvd, Suite F3, Novato, CA 94949

Alternative Solutions


Diversify and Protect Your Wealth

With the cyclical ups and downs of the stock market and money market, many people are wondering if there are ways to mitigate the risk inherent in traditional investment methods without giving up yield. At Lamont Financial Services we don’t make investment choices based on what other people do.

We have solutions that have no correlation to the stock market, which may mean making a decision to get out of the market. We have years of experience and expertise in tactically managing taxes, which are one of the biggest expenses many investors must manage. We can reduce the tax burden through the numerous alternative investment solutions such as real estate, private equity, oil, gas, and green-energy investments among other commodities. In addition, our clients have enjoyed the benefits of being invested in tactically managed liquid money accounts.

You don’t have to give up yield or return on your investments to be safer during volatile times in the market. Lamont Financial Services provides portfolio support with little to no correlation to the market.

Latest News
October 19, 2016

Did you know that there are 11 types of Individual Retirement Accounts (IRAs)? That’s right, there are 11 ways to set aside money for retirement as an individual. Most are versions of two types of IRAs–traditional and Roth, but it’s important to understand all of your investment options. Let’s start with those two and move […]