At Belmont Asset Management we have steadily built our reputation for consistent, superior investment performance over the years. Our staff members have worked for the company for many years and bring a wealth of experience to the business. We are proud to have a loyal client base and we believe that this bears testament to our investment performance as well as to our excellent communication channels. Our clients liaise personally with us and we will always follow through on our promises.

We build long term, often inter-generational partnerships with our clients and view each client as an individual. Portfolios are designed to suit each client’s needs and risk profile and are constantly reviewed to ensure optimal investment performance.

Belmont Asset Management is registered with the Financial Services Board as a portfolio manager and holds a licence in terms of the Financial Advisory and Intermediary Services (FAIS) Act of 2002.

Our Independence

Belmont is independent of any fund management group or financial institution. This enables unbiased selection of securities and is reflected in our excellent long-term investment performance. We do not earn commissions on securities transactions and there is therefore no incentive to make unnecessary changes to the structure of client portfolios.

Your Security

We view the security of your assets as paramount. No member of Belmont’s staff has access to any client assets, all of which are held under the custodianship of major financial institutions. These institutions distribute payments only to bank accounts specified by our clients. Belmont’s only discretion is to provide an investment management service, instructing these institutions on what to buy and sell.