# Montgomery Asset Management

Montgomery Asset Management is an Asset Manager based in Ottawa, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Ottawa, Canada
- **Region:** North America
- **Address:** Ottawa, ON, Canada
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** https://m-rpa.com
- **LinkedIn:** https://www.linkedin.com/company/montgomery-asset-management

## Regulatory record

- **Reports private funds:** No

## About

Montgomery Asset Management is a Canadian asset manager based in Ottawa. It manages approximately $355.37 million in assets, primarily in North America.

## 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.

## Related profiles

- [FdS Gestion & Recherche](https://altss.com/profile/fds-gestion-and-recherche)
- [Atlanta Firemen’s Relief and Retirement Fund](https://altss.com/profile/atlanta-firemens-relief-and-retirement-fund)

---

Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/montgomery-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology