Montgomery Brothers is an employee owned and operated financial advisory firm specializing in discretionary portfolio management for individuals and small to mid-size institutional investors seeking private investment counsel. Montgomery Brothers forms a partnership with our clients based on trust and mutuality of financial interests. We employ strict investment strategies and disciplines, and do not allow short-term trends to affect our methodology. We are consistent and patient with our investment decisions, ensuring that our decisions are based on disciplined strategies, not emotion. 

At a time when the financial service industry is consolidating into full-service giants, Montgomery Brothers has decided to pursue a different course. Rather than try to be all things to all people, our objective is to form long-term partnerships with a limited number of clients. We are not a volume business and have no desire to be one. We prefer to focus our efforts on investments and our attention on a select number of accounts, enabling us to develop personal relationships with each client. Our goal is to not only be a manager of our client's financial assets, but to provide solutions for our client's financial objectives. Our goal is to develop solutions to help our clients reach their financial goals.

Our philosophy is based on the concept that superior returns accrue to the equity owners of superior companies. We are long-term investors with a disciplined approach to the investment decision-making process. Montgomery Brothers manages risk by diversifying among sectors, and when appropriate, investing a portion of our clients' assets in investment-quality fixed-income securities. Each investor is unique with specific financial goals. Go to Our Process.

Our Technology

Although technology is no substitute for knowledge and experience, it can enable information to be accessed more quickly and efficiently. Montgomery Brothers has invested in advanced technologies for our client reporting and research. We have invested in the people who will help make the technology work for our clients. Nancy Koplow has more than fifteen years experience in account evaluation and performance reporting, and Bruce Labaw has more than a decade of experience in computer software research. Our research database contains extensive information on more than 11,000 companies. New technology gives us access to information not dreamed of a decade ago, but our experience is what allows us to process information into functional knowledge.