Asset Management
Clients have access to our dedicated asset management team that works with our wealth management team to help achieve your investment goals and objectives.
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Customized Portfolio Management
We customize portfolios based on client specific needs such as legacy stock positions, sector or position specific restrictions, etc.
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Equity & Fixed Income Expertise
We typically create and manage portfolios primarily comprised of individual equity and fixed income securities, allocating the client’s assets in accordance with their investment policy statement.
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Third-Party Asset Management
To further diversify client assets, through our internal due diligence, we can recommend unaffiliated, independent investment managers, exchange-traded funds (ETFs) and/or mutual funds to be included in client portfolios.
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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.