Committed to preserving and growing your multigenerational capital, Montgomery Investment Management provides a comprehensive and diverse suite of funds to meet the investment needs and objectives of individuals, families and family offices. Founded by Roger Montgomery in 2010, our office manages approximately $850 million on behalf of individuals, their families and their advisers. Our partner managers endeavour to deliver superior long-term outcomes by providing focused portfolios of businesses with exceptional prospects, and our private credit funds have a history of producing stable monthly income solutions. Our funds are offered in partnership with distinguished managers with offices in Australia, the Asia Pacific, the United States and the United Kingdom. Montgomery’s personalised services, honest, transparent and timely communication, and considered investment insights, provide reassurance through life’s vicissitudes and define our relationship with all stakeholders. Montgomery and its team members invest directly in the firm’s funds, ensuring our objectives are aligned with those of our clients. Learn more at www.montinvest.com. Our fund offering can be viewed here: https://www.montinvest.com/our-funds/ Team Insights Follow https://rogermontgomery.com/ to keep up with our latest thinking, economic, industry and company analysis.
Committed to preserving and growing your multigenerational capital, Montgomery Investment Management provides a comprehensive and diverse suite of funds to meet the investment needs and objectives of individuals, families and family offices. Founded by Roger Montgomery in 2010, our office manages approximately $850 million on behalf of individuals, their families and their advisers. Our partner managers endeavour to deliver superior long-term outcomes by providing focused portfolios of businesses with exceptional prospects, and our private credit funds have a history of producing stable monthly income solutions. Our funds are offered in partnership with distinguished managers with offices in Australia, the Asia Pacific, the United States and the United Kingdom. Montgomery’s personalised services, honest, transparent and timely communication, and considered investment insights, provide reassurance through life’s vicissitudes and define our relationship with all stakeholders. Montgomery and its team members invest directly in the firm’s funds, ensuring our objectives are aligned with those of our clients. Learn more at www.montinvest.com. Our fund offering can be viewed here: https://www.montinvest.com/our-funds/ Team Insights Follow https://rogermontgomery.com/ to keep up with our latest thinking, economic, industry and company analysis.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2010
- Employee Range
- 11-50
- Revenue Range
- Not available
Location
- Address
- 17 Castlereagh St New South Wales Sydney
- City
- Sydney
- Region
- New South Wales
- Postal Code
- 2000
- Country
- Australia
