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Montcalm TCR
Montcalm is a wealth management firm that fosters freedom and prosperity for clients and future generations through collaboration, integrity, and financial...
Overview
Montcalm is a wealth management firm that fosters freedom and prosperity for clients and future generations through collaboration, integrity, and financial stewardship. It directs capital across industries to pursue long-term compounded growth and offers services including asset preservation and growth, alternative investment strategies, retirement and estate planning, philanthropic capital opportunities, business, real estate and tax advisory, and money coaching. The firm seeks investments that balance risk and reward while creating positive feedback loops for clients, systems, and the planet.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Heather Van Dusen
Speaking and Event Engagements Contact
Frequently asked questions
What is Montcalm TCR's stance on impact or ESG integration?
Montcalm's investment philosophy explicitly ties financial returns to systemic impact. The firm describes a screening process that seeks investments capable of creating positive feedback loops in economic systems and on the planet, treating that cascading effect as an integral part of risk-reward balancing rather than a separate overlay.
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