We are a wealth management firm fostering freedom and prosperity for clients and future generations through collaboration, integrity, and financial stewardship.
We leverage our deep expertise and wisdom to direct the world’s immense capital in transforming interconnected systems across a range of industries, allowing clients to recognize longterm compounded growth in their portfolios and on the planet.
As a Montcalm client, you become our collaborator, relying on our team’s sophisticated experience to guide you in identifying the goals, needs, and values that imbed intention into your portfolio and drive growth.
Our difference begins with our mindset.
We are adamant that, regardless of asset class, phase of deployment, or time-horizon, investments can and should create positive feedback loops in micro and macroeconomic systems, on the planet, and in our clients’ lives.
That’s why we work hard to identify and vet investments that not only balance risk and reward and pursue competitive growth, but also, as an integral part of our investment philosophy, catalyze a cascade of effects that promote future growth and well-being.
