Catamount manages investments for individuals, familes and small businesses with a focus towards balanced index strategies using low cost ETFs and mutual funds. With the financial expertise of the company's investment advisor, Advisory Alpha, and the technology and custodial services of Fidelity Investments, John Henry can offer all of the same services of a large firm or wirehouse for a fraction of the cost.
John Henry is the managing director of Catamount Asset Management LLC, a Vermont State Registered Investment Advisory Firm. After graduation from Middlebury College in 1993, He started his career as an insurance broker and group benefits specialist with American General Life and gravitated to investments in 1999.
John Henry is the managing director of Catamount Asset Management LLC, a Vermont State Registered Investment Advisory Firm. After graduation from Middlebury College in 1993, He started his career as an insurance broker and group benefits specialist with American General Life and gravitated to investments in 1999.
Services
Our goal is to help you relax by providing guidance through life's changing circumstances. Most people don't have the time, knowledge, discipline, or desire to manage and grow their wealth. We want you to be comfortable opening-up and sharing your true concerns so that we can answer your important questions and help you make sound financial decisions.
Our financial planning process strives to reflect all of your financial goals and characteristics while simplifying your financial life. Our approach is not centered on specific financial products, but on solutions. Financial planning extends beyond investments and should include any factor that can impact your financial situation.
An intentional income plan can help ensure your assets sufficiently meet your income and expenses today and over your lifetime. Things used to be simple. When you retired, simply sign up for social security, collect your pension, and enjoy the ride. Fast forward to today - an intentional income plan is crucial as social security is likely insufficient and pensions have gone away.
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. You can count on one constant in your financial life; things change. Your goals evolve, kids get older, and priorities shift. Beyond changes in your personal financial situation, the investment industry changes as well.
Reviews
Be the first to review Lion & Panther Financial Group.
Write a Review