Customized, Objective Investment Plan

The Montis Financial, LLC team is committed to providing clients the opportunity to reach their specific and unique goals through the development of a custom-tailored investment plan.

Their consistent and disciplined approach to the planning and execution of a portfolio includes the following considerations:

  • a long term investment timeframe
  • diversification of funds among different asset classes and investment styles
  • rigorous and objective fund manager selection
  • periodic portfolio rebalancing
  • calculation of performance on total portfolio inclusive of cash and bonds if applicable
  • close monitoring of each fund and manager
  • management of tax gains or losses

The Montis Financial investment process deploys multiple asset classes in an effort to reach an optimum balance between reward and risk. The goal is to provide each client with a customized asset allocation reflecting their objectives and providing a competitive return.

The cornerstone of the value-based philosophy is to create and maintain a solid, diversified portfolio with components that are designed to react to market conditions in different ways at different times.

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