A complete list of active advisors currently associated with Montchanin Asset Management, LLC
Warmer can help you find a great advisor at Montchanin Asset Management, LLC or one who fits your needs even better.
Montchanin Asset Management provides separate‑account investment management to individuals, families, trusts, charitable organizations and small businesses, with a client base that includes high‑net‑worth households as well as non‑HNW individual accounts. The firm focuses on active management of primarily U.S. large‑cap equities and does not use mutual funds, pooled products, or outside sub‑advisors in its strategies. Investment decisions are made through a proprietary, fundamental bottom‑up process (about 80% company‑level analysis and 20% top‑down macro/technical input) and a core style that blends growth and value. Portfolios are relatively concentrated—typically 20–35 stocks—managed under full discretionary authority with a low‑turnover, long‑term orientation and routine, in‑depth weekly account reviews. Noteworthy distinctions include managing exclusively separate accounts with 100% discretionary relationships and portfolio managers who invest personal capital alongside clients while giving client trades priority. The firm also uses proprietary research obtained via broker arrangements (while also paying for third‑party research with firm capital), applies research uniformly across client accounts, and maintains a low client‑to‑portfolio‑manager ratio that supports detailed oversight.
To learn more about the advisors currently working at Montchanin Asset Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Montchanin, DE
| 0
| |
Montchanin, DE
| 9
|
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