Asset Management
Montclair Capital offers a powerful combination of independent investment advice and access to broad institutional opportunities. Focusing on risk-adjusted returns and capitalizing on tactical opportunities, we partner with our clients to build and continually refine goal-oriented investment portfolios.
- Customized asset allocation strategies focused on your specific goals and risk managed returns
- Capitalize on opportunities across Global markets and asset classes
- Investment approaches continually refined to advance your objectives and reflect risk tolerance
Montclair Capital Advantages
- Collaboration
Collaborative approach ensuring your understanding and comfort with an investment strategy we build together. - Experience
Large institutional expertise combined with boutique client service. - Service & Strength
Independent investment advice paired with the service and execution strengths of Securities America and National Financial Services, a Fidelity Investments Company. - Commitment
Ongoing commitment to our relationship and your changing needs.
Our Services
We help individuals, businesses and non-profit organizations build, manage and protect their financial wealth.
