Investment Programs

MONTROSE INDEX MODEL

Montrose Advisors provides clients with broadly-diversified portfolios using low-cost, tax-efficient equity and bond allocations balanced with non-traditional alternatives. We deliver a transparent investment program that is easy to understand and is customized to our clients’ particular goals and risk tolerance.  

We believe this is the most effective way for clients to gain exposure to the markets with superior returns, tax efficiency, and an appropriate level of risk. We keep fees and expenses low and pass these lower costs on to our clients.

ALTERNATIVES PORTFOLIO MANAGEMENT

Montrose Advisors offers a multi-strategy investment service to a select number of clients using superior outside hedge-fund managers and dedicated special-situations funds as well as in-house expertise.

For over thirty years we have provided alternatives portfolio management and consultation for a select group of families. We research and identify outstanding investment managers to create a portfolio of alternative investments. Clients can also participate in our in-house partnership.