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View as PDF Westmount’s Environmental, Social and Governance (ESG) Portfolio allocates client assets across a diverse selection of investment managers that directly support innovative companies driving positive social change. Westmount’s ESG managers are aligned with the United Nations Sustainable Development Goals a globally recognized framework adopted by the U.N. General Assembly to collaboratively tackle humanity’s… Read more »

  Westmount’s President and Chief Investment Officer Jim Berliner has been honored by Barron’s as one of America’s top independent wealth advisors for 2021. This annual ranking seeks to recognize leading independent financial advisors in the U.S. based on assets under management, revenues generated, and the quality of the advisors’ practices. This is the ninth… Read more »

August 5, 2019 – The Los Angeles Business Journal used a proprietary evaluation process to select advisors for this annual ranking of the most influential wealth managers in Los Angeles. To be eligible for inclusion in the ranking, candidates were required to be in Los Angeles County. Neither James Berliner nor Westmount Asset Management paid a… Read more »

  September 24, 2019 – For the seventh year, Westmount President and Chief Investment Officer Jim Berliner has been honored by Barron’s as one of America’s top independent wealth advisors. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring… Read more »

September 21, 2017 – For the sixth consecutive year, Westmount Asset Management has been honored by Barron’s as one of America’s top 100 independent wealth advisors.  A reprint of the Barron’s list for 2017 can be found here. Previously, Westmount and its president, Jim Berliner, have been recognized for being among the nation’s leading advisors by other publications,… Read more »