Home About Partners Contact Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services to foundations, endowments and family offices. UNBIASED PERSPECTIVE Monticello remains completely independent with no ties to any brokerage or investment management firms and no products to sell. LONG-TERM RELATIONSHIPS Monticello fosters long-term client relationships, partnering with world-class foundations, endowments and family offices for over 25 years. SOUND JUDGMENT Monticello adds real value for its clients through its deep knowledge on the top investment managers across all essential asset classes. DEEP EXPERTISE Monticello clients benefit from a team of senior investment consultants with deep experience in evaluating investment managers. Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms

Home About Partners Contact Home » About » Frequently Asked Questions FREQUENTLY ASKED QUESTIONS Who is Monticello Associates? Monticello Associates is an independent investment consulting firm. The firm is headquartered in Denver, CO, on historic Larimer Street, with an additional offices in Cleveland, OH and Boston, MA. How long has Monticello Associates been in business? What kind of services does Monticello Associates provide? Does Monticello have any affiliate relationships? Who are Monticello’s clients? How many clients does Monticello have? How many employees does Monticello have? Who Are The Firm’s Key Executives? Does Monticello manage money for its clients? What kind of strategy does the consulting team employ? How does Monticello get paid? What reporting does Monticello provide clients? Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms

Home About Partners Contact Home » About » Careers CAREERS For over 25 years, Monticello’s professionals have worked together to help achieve client goals. With a structure purposefully built to avoid the fragmentation of knowledge and turnover that too often hampers the investment consulting industry, we are always looking for talented individuals who want to remain with Monticello throughout their careers. We know that it is our people that create our success, and we go to great lengths to attract, inspire, and reward talent. Monticello’s professional staff has broad expertise across traditional and alternative asset classes, where the firm is considered one of the nation’s premier experts. You’ll find yourself in good company, with some of the best minds in the business as your colleagues, leaders, and mentors. Monticello is always looking for top talent that strives for excellence while valuing a work-life balance. Send us Your Resume If you are interested in pursuing a career with Monticello Associates, we would love to hear from you. Please click here to send us your resume. Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms