Home About Partners Contact Home » About ABOUT MONTICELLO ASSOCIATES Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services. Founded by B. Grady Durham in 1992, the firm’s singular focus on endowment and foundation clients and high net worth families has been integral to its success. With headquarters on Denver’s historic Larimer Street and additional offices in Cleveland and Boston, Monticello Associates has grown into one of the country’s leading asset management consulting firms. The firm works with many of the most prominent museums, hospitals, schools, and families in the United States. Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms

Home About Partners Contact Home » Diversity & Inclusion DIVERSITY & INCLUSION Monticello Associates is committed to equality and diversity within our firm and beyond. We continually strive to promote an inclusive and supportive work culture where all employees, regardless of their background, feel valued and respected. We want our team to feel empowered and inspired to share their ideas and experiences. We engage with and seek to bring positive change to the investment industry and our communities, as we move toward a future of greater acceptance and appreciation for the unique qualities in each of us. Our commitment to this endeavor is strengthened with dedication, intellectual honesty, and humility. Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms

Home About Partners Contact Home » Four Pillars » Long-Term Relationships LONG-TERM RELATIONSHIPS Monticello’s complete focus is on developing long-term relationships with its clients. The company does no traditional marketing and accepts no outside project work in the belief it would detract from its clientele. Approximately 53% of Monticello’s assets under advisement are with endowment and foundation clients and 36% are with high-net-worth family clients. The Monticello team is very careful to only accept new clients that share goals, overarching investment philosophy, and a long-term time horizon in order to maximize the opportunity for success. Purposely remaining a niche player within the investment consulting community, it is Monticello’s firm belief that a highly focused approach is the only effective means to achieve its clients’ investment objectives over the long term. Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms