Montgomery Investment Management is singularly focused on strong investment performance.
Founded by Roger Montgomery, Montgomery Investment Management serves its investors with a conservative rather than conventional, value-based approach and two decades of investment experience, expertise and insights.
The boutique Investment Management Office of Montgomery is independent, managing funds for a small group of private individuals and families, their companies, trusts, superannuation funds and charitable foundations.
Investors benefit from private ownership, a single fund focus - The Montgomery [Private] Fund, and from an individual relationship that includes access to the investment ideas generated.
