A complete list of active advisors currently associated with MontVue Capital Management, Inc.

Warmer can help you find a great advisor at MontVue Capital Management, Inc. or one who fits your needs even better.

MontVue Capital Management provides discretionary investment management and financial planning for individuals (including high‑net‑worth clients), trusts, endowments, businesses, and foundations. The firm also offers standalone financial planning and can provide financial advisory and counseling services to employees as a company‑provided benefit. The firm structures portfolios around broad asset allocation between equities and fixed income, using passively managed exchange‑traded funds for equity exposure and individual investment‑grade corporate and municipal bonds, brokered CDs, and mutual funds for fixed income. MontVue combines fundamental and technical analysis to tailor portfolios to each client’s objectives and risk tolerance and performs periodic account reviews and rebalancing. Managing roughly $355 million in discretionary assets across about 196 client relationships with a four‑advisor team, the firm emphasizes a relatively small, manageable client base and oversight by its principals. MontVue recommends major custodians (including Fidelity, Charles Schwab, and American Funds for 529s), does not receive soft‑dollar benefits, and leaves proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at MontVue Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.