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Montgomery Asset Management
Montgomery Asset Management is a Canadian asset manager based in Ottawa. It manages approximately $355.37 million in assets, primarily in North America.
Montgomery Asset Management
Montgomery Asset Management is a Canadian asset manager based in Ottawa. It manages approximately $355.37 million in assets, primarily in North America.
General information
Firm type
Generalist
Year founded
1987
Location
Region
North America
Country
Canada
City
Ottawa
Corporate office
Ottawa, ON, Canada
Frequently asked questions
How does Montgomery Asset Management construct client portfolios?
The firm uses individual managed accounts composed of direct equity and fixed-income holdings rather than pooled fund vehicles. This architecture allows for tailored tax management and direct ownership of securities, which is a meaningful structural difference from many peer firms that deploy capital through proprietary mutual funds or limited partnerships.
What is Montgomery Asset Management's geographic investment focus?
Portfolios are built primarily from Canadian and United States securities. The firm's Ottawa base and direct-securities approach make domestic Canadian equities a natural anchor, with US listings providing additional diversification and opportunity.
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