We don’t just allocate. We actively manage.

¹ Unaudited performance taken directly from Interactive Brokers advisor reports for the applicable account or accounts for January 1–December 31, 2025 and described as after advisory fees. The advisor reports are account-reporting records, not an independent audit. Interactive Brokers produced the underlying reports but has not reviewed or endorsed Montoney Capital’s selection, benchmark comparison, disclosures, or use of the figure on this website. Individual results may differ, and past performance does not guarantee future results.

² S&P 500 price return for 2025, as reported by S&P Dow Jones Indices. Price return excludes dividends. The index is unmanaged, cannot be invested in directly, and may have materially different holdings, risk, volatility, and objectives.

³ Arithmetic difference between 49.8% and 16.39%. This is simple excess return, not risk-adjusted alpha, and does not account for beta, volatility, cash flows, portfolio composition, or other differences.