Montana Investment Advisors Inc

Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments and charitable organizations, with a stated minimum account eligibility of $250,000. The firm reports managing approximately $47.4 million in separately managed accounts held at third‑party custodians.

The investment approach emphasizes long-term holdings in large, fundamentally sound growth companies believed to be undervalued, maintained on a buy list of roughly 15–25 equities and managed with a three- to five‑year time horizon. Equity positions are combined with U.S. Treasury and corporate fixed‑income securities to emphasize income, safety and liquidity, and accounts are reviewed and adjusted on a discretionary basis with quarterly fee billing.

Noteworthy for a firm of its size, the adviser provides detailed, client-level performance reporting — including a “Performance Report Net of Fees” showing internal rate of return — and distributes a quarterly firm newsletter, practices that are uncommon among similar independent advisers. The firm also serves charitable clients (including at least one charitable trust held with a different custodian), reserves the ability to offer reduced fees for longstanding or charitable accounts, and operates with long‑tenured leadership who hold professional credentials supporting the investment process.