Services & Solutions
Every solution is unique. How we get there is the result of common processes, a broad array of services, and a relationship-driven approach that brings it all together in a customized manner.
That forms the power of Clermont and it can be visualized much like the paddlewheel of a ship, constantly turning, harnessing resources, and continually moving forward to reach an ultimate destination.
At the forefront is your life story. Surrounding that is our commitment to a Comprehensive Wealth Advisory Process. It’s a vital first step that ensures all the information we need from you is discovered and that sets us on the path to an effective, customized solution.
Cutting-edge investment technology tools enable us to deliver best-in-class investment managers and tax-efficient packages – not only effectively but also in ways that can lower investment expenses. We’re one of the first banks or brokerage firms in the country to deliver solutions in this manner.
Our investment platform brings third-party investment advisors into the solution at the appropriate times. With it, a range of products and services can be delivered seamlessly:
- Leading separate account managers
- Exchange-traded funds
- Index funds
- Mutual funds
- Third-party model portfolios
- Our own investment process