Montebello Avenue

Montebello Avenue provides investment management and financial planning to individuals, high‑net‑worth clients, charitable organizations, corporations, and employer‑sponsored retirement plans, including pension and profit‑sharing plans. The firm reports roughly $60 million in assets under management and offers services that include discretionary portfolio management (directly and through third‑party managers), comprehensive ongoing planning, hourly planning, and employer retirement plan consultation and management.

The firm’s investment approach is grounded in Modern Portfolio Theory and seeks risk‑adjusted, after‑tax returns while explicitly accounting for clients’ financial capacity for drawdowns and behavioral tolerance for being out of step with consensus. Portfolios may combine passive benchmark allocations with scaled active overlays—valuation‑based strategic allocation and momentum/tactical tilts—and the advisor emphasizes customization, tax considerations, and periodic reviews of suitability.

What is noteworthy relative to peers is the explicit focus on pension consulting and full retirement‑plan services—services that include due diligence on managers and vendors, development and review of investment policy statements, trustee education, benchmarking, model portfolios for participants, and plan design recommendations. The firm’s principal also operates a separate consulting company that provides non‑fiduciary services to a private fund sponsor affiliated with certain client holdings; the brochure discloses this relationship and describes measures the firm takes to manage that conflict (e.g., not recommending or soliciting those funds and excluding such positions from fee billing).