A unique, focused approach.
Entirely dedicated to outcomes for our investors, the office of Montgomery Investment Management combines twelve decades of experience, and unique business and investing insights, with a focused approach to selecting quality domestic and global companies.
Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long‐term relationships.
Montgomery is owned by its staff who are also investors in the funds.”
ROGER MONTGOMERY Chairman and Chief Investment Officer