A complete list of active advisors currently associated with Montis Management

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

Montis Management provides discretionary investment portfolio management primarily to individual and high‑net‑worth clients and, on occasion, offers other consulting services on a case‑by‑case basis. The firm invests across traditional and alternative asset classes, including ETFs, equities, treasuries, options, limited partnership interests and commodities. The firm’s investment process is built around trend‑following strategies informed by analysis of price behavior and global interest rates, and is implemented through a documented investment policy statement process covering goal setting, risk profiling, asset allocation and continuous monitoring. Montis exercises full discretionary trading authority (including block trades) and currently requires clients to execute transactions through Interactive Brokers. Montis is a recently formed, single‑advisor firm that reported no assets under management at the time of its filing, and the principal devotes a material portion of time to producing market commentary on a third‑party platform that the firm says contributes to its investment selection — a practice that resembles a periodical‑style content offering and is uncommon among peers. The firm does not sponsor private funds, generally does not vote client proxies (clients retain voting responsibility), and provides clients with written quarterly reports.

To learn more about the advisors currently working at Montis Management, 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.