Clairmont Trust

Clairmont Advisors was established to offer a boutique approach to wealth management for high net worth families and individuals. Clairmont Advisors grew as an extension of Clairmont Trust. It is our belief that a firm that exercises fiduciary responsibilities for its clients must exercise the required oversight. We view our responsibilities as the following: Establishing investment guidelines and oversight protocols Selecting and managing custodian relationships Working with custodian banks to manage compliance and Know Your Client (KYC) requests for our clients Providing consolidated reporting of assets held with various custodians and financial institutions Offering risk management and global oversight Our independent model allows our clients to continue to work with their preferred banks, custodians and other financial service providers, but with the oversight and personal service that we believe only an independent firm can provide. We have known our client families for many years and are proud to serve as their trusted advisor.