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MISSION STATEMENT
Montgomery Capital Advisors, LLC is committed to offering highly customized advice and superior services to a small cadre of discerning clients.
THE FIRM
Montgomery Capital Advisors is an independent fee-only registered investment advisory firm specializing in discretionary portfolio management for investors seeking private investment counsel. We are not a volume business, and we have no desire to be one. We prefer to focus our attention on a select number of clients and their portfolios, enabling us to develop personalized investment strategies for each client. Our goal is not only to be the manager of our client’s financial assets, but also to develop solutions to help our clients reach their financial goals.
OUR PHILOSOPHY
Montgomery Capital Advisors employs strict investment strategies and disciplines. We know how to separate noise from substance, and do not allow short-term vicissitudes in the marketplace to affect our long-term strategy. MCA follows the principles of Benjamin Graham and David Dodd, pioneers of fundamental security analysis. The focus of our attention is to evaluate the intrinsic value of a company with a strong emphasis on balance sheet analysis. Investments should only be purchased when they meet or exceed a strict series of specialized criteria. We create diversified portfolios consisting of high quality stocks and bonds purchased prudently to produce rewarding long-term results.
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