Westmount Alternative Income Fund
The Westmount Alternative Income Fund is advised by Westmount Wealth and invests primarily in fixed-income, structured notes, private credit, mortgage investments and music royalties. Many of the investments have benefited from the higher interest rate environment. *
The Canadian Hedge Fund Awards celebrate and acknowledge outstanding performance in the Canadian hedge fund industry. Being nominated in this highly competitive field is a significant achievement for us, and we owe a big thanks to our valued clients for your ongoing support.
*June 2022 - June 2023
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Please read the disclosure documents before investing. If the funds are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario, Canada.
Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc.
This document is for informational purposes only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of securities. The information contained herein is in summary form for convenience of presentation. It is not complete, and it should not be relied upon as such.
The information set forth herein was gathered from various sources which Majestic Asset Management LLC, and Westmount Wealth Management Inc. believe, but may not have been able to independently verify and do not guarantee, to be accurate. This document is provided to you on the understanding that, as an accredited investor, you will understand and accept its inherent limitations and you will not rely on it in making or recommending any investment decision. Any investment in a private fund, including the Westmount Alternative Income Fund (the "Fund"), is subject to various risks; such risks should be carefully considered by prospective investors before they make any investment decision. Please refer to the Fund's offering memorandum for more information on the risks related to an investment in the Fund. The information in this document should not be cons dax, investment, restial t, in other passion provise before investing each private tine. restossment inta Fundi not guaranteed, its value changes frequently, and past performance may not be repeated. Investment losses do and may occur, and investors could lose some or all of their investment in the Fund. Commissions, fees, and expenses may be associated with Fund investments. Majestic Asset Management LLC is the investment fund manager of the Fund and Westmount Wealth Management Inc. is the investment advisor of the Fund.
This document reflects general information about the Fund. There can be no assurance that any information included herein will not change or be adjusted to reflect the environment in which the Fund will operate. Historic performance is not indicative of future returns. Conclusions and opinions do not guarantee any future event or performance. Majestic Asset Management LLC, and Westmount Wealth Management Inc. are not liable for any errors or omissions in the information or for any loss or damage suffered. Investments in the Fund has not been and will not be recommended or approved by any Canadian or provincial securities commission or regulatory authority. The foregoing authorities have not passed upon the accuracy or determined the adequacy of this summary.
The information presented in this document is not intended for persons that are citizens of, domiciled or resident in, or entities registered in a country or jurisdiction in which its distribution, publication, provision or use would violate current laws and regulations. In Canada, the distribution of this document and any other document relating to the distribution or marketing of any investment in the Fund, is made and will be made only to accredited investors (as defined in National Instrument 45-106Prospectus Exemptions) or pursuant to another applicable prospectus exemptions. This document is not an offering memorandum, prospectus, advertisement, or public offering of any financial instrument. All information contained in this document regarding the Fund is qualified in its entirety by the information contained in the offering memorandum prepared in connection with the distribution of the Fund and the constituting documents establishing the Fund (the "Offering Documents"). Investment objectives, risks, charges, and expenses should be considered carefully. This and other important information can be found in, and is subject to the Offering Documents. Should any of the descriptions or terms in this document be inconsistent with the Offering Documents, the Offering Documents shall prevail.
By receiving a copy of this document, you agree to be bound by the foregoing limitations.
Additional information is available upon request.