A complete list of active advisors currently associated with Mont

Warmer can help you find a great advisor at Mont or one who fits your needs even better.

Mont provides discretionary and non-discretionary portfolio management and financial planning services to individuals, families, trusts, and related entities through a technology-enabled digital platform. The firm charges percentage-of-assets-under-management advisory fees and, as of the brochure date, had not yet commenced managing client assets. The firm combines quantitative and qualitative analysis—including asset allocation, diversification, security and fund screening, and periodic rebalancing—and may implement strategies with ETFs, mutual funds, individual securities, and tax-aware techniques such as tax-loss harvesting and asset location. Mont uses AI-assisted tools to gather client information and draft recommendations, while retaining human review and final approval of all advice. Noteworthy aspects include an affiliated technology company that develops and maintains the firm’s algorithmic/AI-assisted software, a disclosed potential conflict the firm addresses through oversight and disclosure, and a concentrated compliance and investment oversight structure with one primary supervised person. The firm also notes planning services are currently included within its advisory fee and may offer optional subscription-based platform features in the future.

To learn more about the advisors currently working at Mont, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.