Asset Management
Clients have access to our asset management team, which collaborates closely with our wealth management team to help achieve your investment goals and objectives. This partnership provides tailored strategies and proactive management of your assets.
Customized Portfolio Management
We customize portfolios based on client-specific needs, which may include considerations such as legacy stock positions and sector or position-specific investment restrictions.
Equity & Fixed Income Expertise
We specialize in creating and managing portfolios primarily comprised of individual equity and fixed-income securities, strategically allocating client assets in accordance with their customized investment policy statement.
Third-Party Asset Management
To further diversify client assets, we conduct internal due diligence to recommend unaffiliated, independent investment managers, exchange-traded funds (ETFs), and/or mutual funds to be included in client portfolios.
Compliance
Monte Financial Group, LLC, claims compliance with the Global Investment Performance Standards (GIPS®).
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
To obtain a GIPS Report or the firm’s full list of composite descriptions, please call us at (203) 453-6851.