Montana Investment Advisors Inc

Overview

Montana Investment Advisors Inc is a small, fee-based advisory firm focused on serving individuals and families. The firm runs discretionary portfolios and provides ongoing portfolio management for individuals and small businesses, and it also issues periodicals or newsletters as part of its client communications. Its business model centers on charging a percentage of assets under management and operating from a single office, rather than maintaining a multi-state footprint. Investment posture is equity‑first: the firm shows a clear preference for exchange‑traded equities and ETFs as the core building blocks of client portfolios. It is not an active ESG investor. The firm does not position itself as a capital allocator to large external private funds, and its stated activities suggest a retail-focused wealth management practice rather than institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices