Alphamont Funds LLC is an independent Registered Investment Advisor (RIA) firm. We are a Tennessee limited liability company that began managing our clients’ separately managed accounts in 2017.
Mark W. Lawrence, Anthony J. Breen, CFA®, and Meredith Lawrence Scully are owners and investment advisor representatives (IAR) of our firm.
Altruist.com is Alphamont’s selected broker and custodian. Clients open and fund an account at Altruist to establish their own separately managed account (SMA). Clients authorize Alphamont Funds LLC with trading discretion over their SMAs. Alphamont uses its discretion to invest client funds in liquid, publicly traded securities.
Client accounts are charged 0.6%-0.8% in annual management fees, which are deducted quarterly from accounts (0.15%-0.2% quarterly).
Alphamont Funds LLC’s latest ADV can always be found here.