What We Do
Delivering for Our Clients
Actively Managed Portfolios
At Montoney Capital, we don’t believe in the “set it and forget it” model that most financial advisors use. While many firms simply place your money in index funds and collect ongoing fees, we take a hands-on approach to managing your portfolio. Every position is actively researched, adjusted, and optimized based on market conditions and your financial goals. This means your money is always being strategically managed — not left on autopilot.
No Vesting Periods
We believe our clients should have full access to their money at any time. Life can change quickly — whether it’s covering an emergency or taking advantage of a new opportunity, your capital should always be within reach. Unlike firms that lock you into long vesting periods or restrict withdrawals, Montoney Capital offers complete flexibility and liquidity, giving you control and peace of mind over your investments.
Performance-Based Fees
At Montoney Capital, we do well when our clients do well. Our compensation structure is built around performance — not flat management fees. This means our goals are fully aligned with yours. When your portfolio grows, we grow with you. It’s a straightforward, transparent approach that ensures every decision we make is in your best interest.
Building Strong Foundations
Planning For The Future
We don’t just allocate — we actively manage. While most institutions simply distribute assets and wait, we take a proactive approach, constantly monitoring market shifts, adjusting positions, and seeking opportunities rather than reacting to them. This disciplined active management allows us to target higher returns for our clients while maintaining the same level of risk typically assumed by traditional institutions.
OUR PARTNERS
We believe every partner is a valuable long-term partner.
