Montgomery Capital Management, LLC

Montgomery Capital Management provides portfolio management and college‑funding consulting to individuals and high‑net‑worth clients, and also accepts pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm implements investment plans tailored to each client’s Financial Profile and generally charges advisory fees based on assets under management.

The firm works with clients to develop a written or verbal Investment Plan and implements those plans on a discretionary or non‑discretionary basis, using primarily mutual funds and ETFs alongside select pooled funds and individual securities. Its primary offering, described as the "Good Shepherd" approach, is an actively managed, top‑down macro strategy that continually repositions assets across stocks, bonds, real estate and cash as market conditions change and may employ trading techniques such as short sales and margin rather than a fixed buy‑and‑hold allocation.

Notably, Montgomery Capital serves institutional and charitable organization clients in addition to individuals, and operates an affiliated entity that provides separate college‑funding planning services, features that are less common among independent advisers. The firm also explicitly incorporates behavioral and psychological analysis into its research and manages client assets under discretionary authority, reflecting an emphasis on active, macro‑oriented portfolio management.