Home About Partners Contact Home » Four Pillars » Deep Expertise DEEP EXPERTISE Given the heavy emphasis on research-based advice, Monticello has built an impressive team of senior investment consultants with deep experience in directly evaluating investment managers. The company’s structure is purposefully built to avoid the fragmentation of knowledge and turnover that too often hampers the investment consulting industry. Monticello’s professional staff has broad expertise across traditional and alternative asset classes. The team’s particular ability to identify and maintain investment capacity with the nation’s premier alternative managers is critical to the success of client investment programs. Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms

Home About Partners Contact Home » Four Pillars » Unbiased Perspective UNBIASED PERSPECTIVE Starting with one client and a mission to provide superior investment consulting services, Monticello Associates has been providing world-class asset management consulting services for more than 20 years. The firm has remained thoughtfully independent over the years, with no ties to any brokerage firm, investment management firm, or any other provider of financial services. With no products to sell and under no pressure to select managers for any reason other than performance, Monticello’s unbiased advice has served its clients measurably well across every market cycle from the firm’s inception. Today, the firm provides a variety of asset management consulting services, including developing investment policies and objectives, analyzing asset allocation and diversification, researching investment managers for client selection, providing due diligence and performance monitoring of managers, and supplying periodic performance reports. Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms

Home About Partners Contact Home » Contact CONTACT US First Name Last Name Email Address Subject Message LOCATIONS DENVER | 1800 Larimer Street, Suite 2100 | Denver, Colorado 80202 | 303.572.6300 CLEVELAND | 127 Public Square, Suite 5200 | Cleveland, Ohio 44114 | 216.771.4113 BOSTON | 109 State Street, Suite 401 | Boston, Massachusetts 02109 | 617.254.0011 Copyright © 2020, Monticello Associates, Inc. All rights reserved. Photography © Frank Ooms