LAMONT TRADING ADVISORS, INC.

Overview

Lamont Trading Advisors, Inc. is a small, client-focused advisory firm that serves individual and family clients with discretionary portfolio management and a publication component. The firm combines traditional pooled investment vehicles with allocations to third-party alternative managers. Its stated fee arrangements include asset-based fees, hourly billing, subscription fees and fixed-fee engagements, which suggests flexibility to serve both ongoing advisory relationships and project or research-driven engagements. Investment preferences skew conservative-liquidity oriented: cash and cash equivalents represent the single largest asset position on file. At the same time the firm uses mutual funds as part of its core implementation and deliberately includes alternative asset exposure — notably real estate, commodities and oil & gas — through external managers or third-party vehicles. Lamont Trading Advisors, Inc. is not an active ESG investor and does not identify as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices