At Mount Columbia Private Wealth,
We’re bringing a fresh perspective to wealth management—one that puts you, the client, at the center of everything we do. Founded by Shamez Kassam, CFA a seasoned financial expert and author with 20 years of industry experience, our firm was built on the belief that comprehensive, top-tier investment and financial advice shouldn’t come at an exorbitant cost.
Our Assets
Private Capital
At Mount Columbia Private Wealth, we offer exclusive access to high-quality investment opportunities in private credit, private equity, and infrastructure. Leveraging our strong relationships with top-tier global investment managers, we connect you to avenues traditionally reserved for institutional investors, designed to enhance long-term wealth growth.
Real Estate
Through strategic partnerships with elite real estate investment managers, we provide access to real estate assets that have historically delivered stable, income-producing returns alongside significant growth potential. Our focus is on securing investments that offer both consistent cash flow and long-term appreciation.
Public Assets
Our public asset strategy is built on a globally diversified portfolio with a foundation of low-cost, efficient Exchange Traded Funds (ETFs). We enhance this with direct ownership of select, high-quality companies that generate substantial free cash flow and consistently compound earnings. Additionally, we capitalize on tactical opportunities to optimize returns while maintaining long-term security.
Unlocking Alternative Wealth-Building Strategies
The new 60/40 portfolio: Inflation poses a challenge to the traditional stock-bond portfolio, with bonds becoming a less reliable diversifier. We complement traditional asset classes with alternative sources of return that provide additional diversification. In our alternative asset investments, we seek diversification, durability, durability, and defensiveness.
Our Services
Wealth Education & Legacy Planning
Family Wealth Education & Legacy Planning. At Mount Columbia...
Investment Management
What Our customers say about us?
Trusted by thousands of users around the world. Our customers appreciate us for listening to their needs and updating our theme according to their needs.
Our Core Values
Request a Free Quote
FAQ
To start, fill out our contact form, and one of our advisors will reach out to you. We’ll schedule a consultation to understand your financial goals, discuss your investment preferences, and determine the best strategies for managing your assets.
Our Private Capital offerings typically require a minimum investment and are open to accredited investors. To get started, schedule a consultation with our team, and we will walk you through the available opportunities and assess your risk tolerance.
In managing Public Assets, our team conducts thorough market research and builds diversified portfolios that include a mix of stocks, bonds, and other publicly traded securities. We aim to balance risk and returns while keeping your financial goals in focus.
Trusted experts at your service.
Speak with Mount Columbia Private Wealth to discover a deeper understanding of your financial landscape and more.
