Mont

Overview

Mont is a limited liability company that focuses on providing financial planning services and portfolio management specifically for individuals and small businesses. The firm operates with a fee structure based on a percentage of assets under management. While Mont does not actively engage in ESG investing, it maintains a clear focus on traditional investment strategies tailored to meet the needs of its clients. The firm is not classified as a capital allocator and does not have affiliations with multi-state advisories or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices