A UNIQUE, FOCUSED APPROACH.
Committed to delivering above benchmark returns over the very long term, 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.
Investors 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.”
WINNER - MONEY MANAGEMENT
Emerging Fund Manager of the Year
ROGER MONTGOMERY Chairman and Chief Investment Officer