At Montcalm, we focus your portfolio strategy on capital preservation and reliable growth so you can know your money will be there when you need it.
Our approach is fundamentally unique, due to the exceptional background of Holly Ruxin, Montcalm Founder & CEO. Before coming to wealth management, Holly spent decades in the largest Wall Street firms, where working in institutional fixed income derivatives gave her a deep and broad understanding of finance fundamentals, including an expert understanding of the workings of risk, securities, cash, and capital flow. Holly is a deeply trained risk manager. With this perspective, she discerns how to construct portfolios from a wider and more grounded set of investment principles and products than most wealth managers can access for their clients.