M
Montis Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Montis Management provides discretionary investment portfolio management primarily to individual and high‑net‑worth clients and, on occasion, offers other consulting services on a case‑by‑case basis. The firm invests across traditional and alternative asset classes, including ETFs, equities, treasuries, options, limited partnership interests and commodities.
The firm’s investment process is built around trend‑following strategies informed by analysis of price behavior and global interest rates, and is implemented through a documented investment policy statement process covering goal setting, risk profiling, asset allocation and continuous monitoring. Montis exercises full discretionary trading authority (including block trades) and currently requires clients to execute transactions through Interactive Brokers.
Montis is a recently formed, single‑advisor firm that reported no assets under management at the time of its filing, and the principal devotes a material portion of time to producing market commentary on a third‑party platform that the firm says contributes to its investment selection — a practice that resembles a periodical‑style content offering and is uncommon among peers. The firm does not sponsor private funds, generally does not vote client proxies (clients retain voting responsibility), and provides clients with written quarterly reports.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
up to 1.33% of assets under management, billed quarterly and prorated
Account minimum: $100,000
Main office location
Montis Management
Sedona AZ, United States
Number of offices
1
Most active in
Montis Management has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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