MONTGOMERY INVESTMENT MANAGEMENT INC

Overview

Montgomery Investment Management Inc is an equity-focused advisory firm that manages separate accounts for individuals, families and institutional clients. The firm emphasizes exchange-traded equities as its primary allocation tool, layering direct stock positions with a smaller allocation to ETFs and mutual funds. Its advisory work is structured around portfolio management for individuals and small businesses and it charges fees as a percentage of assets under management. SEC registration dates back to 1987 and ownership is listed as individual; the firm does not identify itself as an active ESG investor. The investment posture implied by filings is concentrated on publicly traded companies rather than private or illiquid strategies, with portfolio construction appearing to favor a relatively concentrated set of long equity positions alongside ETF exposure for broad market or sector tilts.

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Public Holdings

Investments & Alternatives

Location & Offices