SEC Registered Investment Advisor
Claremont Capital Management delivers risk-adjusted portfolio management built on transparency, low costs, and long-term thinking — not commissions.
Focus
Tax-
Efficient
Risk-Adjusted Portfolio Management
Our Philosophy
Most wealth management firms profit from complexity. We believe in simplicity, discipline, and alignment with your interests — not ours. Every decision is measured against the benchmark of what genuinely serves your long-term financial wellbeing.
01
Fee Transparency
Excessive commissions are a silent tax on your returns. We structure our practice to minimize conflicts of interest and ensure our incentives align with yours.
02
Benchmark Awareness
Few active managers consistently beat index averages. We build strategies informed by this reality — deploying active management only where genuine edge exists.
03
Tax Efficiency
After-tax returns are the only returns that matter. We integrate tax-loss harvesting, asset location, and holding period optimization into every portfolio decision.
"Everywhere there is a large commission, there is a high probability of a rip-off."
Charlie Munger
Vice Chairman, Berkshire Hathaway
Our Approach
Diversified, evidence-based portfolios calibrated to your risk tolerance, time horizon, and tax situation. No black boxes.
Ongoing monitoring and rebalancing to maintain your target allocation. We focus on risk-adjusted returns, not chasing performance.
Strategic asset location, tax-loss harvesting, and thoughtful withdrawal sequencing to preserve more of what you earn.
As an SEC Registered Investment Advisor, we are legally and ethically required to act in your best interest at all times.
Low-cost implementation through index funds and ETFs where appropriate. Every basis point saved is a basis point earned.
Clear, honest performance reporting that shows what really matters: your after-tax, after-fee returns versus a relevant benchmark.
“The superior investor is mature, rational, analytical, objective and unemotional.”
― Howard Marks
“I believe that good investors are successful not because of their IQ, but because they have an investing discipline.”
- Stanley Druckenmiller
Our Team
Claremont's principals collectively bring over 75 years of investment industry experience. Founded in Arizona in 2003, our team combines institutional pedigree with genuine fiduciary commitment.
Founding Principal · CEO / CIO
Thomas has been working in the finance industry since 1988, founding Claremont in 2003. Prior to Claremont, he was a Vice President at Goldman Sachs across their New York, San Francisco, and Menlo Park offices, and in 1998 established Goldman's Institutional Client Services group in San Francisco. He is responsible for managing over $750 million in client assets. Thomas served 21 years on the Board of Regents and Trustees at Brophy College Preparatory, most recently as Trustee Board Chair, and served two terms on the Community Board for Dignity Health, St. Joseph's Hospital and Medical Center. He is a Director for the Junior Golf Association of Arizona, a member of YPO, and a 4th generation Arizonan.
Chief Compliance Officer
Patrick joined Claremont in 2010 and brings an extraordinary breadth of discipline to the firm. Before his financial career, he served over 15 years as a U.S. Army officer, including a 2005 combat tour in Iraq as a Blackhawk helicopter pilot. He subsequently spent five years as a commercial pilot, holding an Airline Transport Pilot certification. Patrick's analytical rigor is reflected in both his CFA Charterholder designation and his IACCP (Investment Advisor Certified Compliance Professional) credential.
Chief Financial Officer
Julie has served as CFO at Claremont since its founding in 2003. Before joining Claremont, she spent over 14 years in Silicon Valley operations management at some of the era's most consequential technology companies — Sun Microsystems, Spyglass, Portal Software, and VeriSign, where she served as Director of Sales Operations from 1996 to 2002. Julie holds a BS in Industrial Engineering from Stanford University and, alongside her husband Tom, actively supports numerous local philanthropic organizations.
$750M+
Assets Under Management
75+
Years Combined Experience
2003
Founded in Arizona
Contact
We work with individuals and families seeking a disciplined, transparent approach to wealth management. Reach out to start a conversation.