Financial stewardship
for good.
Our core service, wealth management, is pursued using a tailored mix of asset classes to build and maintain your unique investment portfolio.
Fixed Income
Montcalm skillfully chooses individual bonds for our client portfolios. This allows us to buy specific bonds according to our clients’ needs. The strategy for your portfolio will be based on your tax status and future cash flow.
Private Funds
We believe that stock market-based investments can have a place in every portfolio if the strategy is purposefully formulated to capture gains while mitigating typical market volatility and we employ an impact overlay over all of our equity holdings.
Public Equities
We maintain the highest standards of due diligence and fully vet every fund to ensure that it is well-suited for our clients while meeting our standards of integrity and return.
Balanced through our signature barbell strategy.
Montcalm’s barbell approach pairs customized bond portfolios with higher returning private investment funds that yield a positive impact on society and planet.
Our decades of experience building fixed-income portfolios with directly held securities (rather than bond funds) allows us to better tailor portfolios to client’s unique needs. We then specialize in investing excess cash flows in private investments, sourced through our expansive network of impact fund managers and undergoing extensive due diligence, in pursuit of amplified financial performance and impact achieved.
Our philanthropic options offer unparalleled DAF management strategies.
Our suite of philanthropic options is a unique part of Montcalm’s Impact Ecosystem that unlocks all forms of capital, helping clients navigate the pursuit of both impact and asset growth.
Our options allow for donors and tax-exempt investors to multiply their opportunities for impact, and enable mission-driven enterprises or fund managers to tap into additional funding streams previously unavailable to them.
Through our collaborative and integrated platform, for-profit enterprises and impact investment funds can come together with conscientious investors and donors, regardless of philanthropic status or taxability, to mobilize more capital in the pursuit of a better place for humanity in our planet’s future.
Individual Investors
Individuals interested in pursuing philanthropic investment and grant making opportunities have several options through a Montcalm managed Donor-Advised Fund account, including public impact bonds, public impact equity strategies, private investments, and direct connections to innovative non-profits.
Managers & Enterprises
For-profit enterprises and impact investment fund managers that are demonstrably addressing one or more of the 17 UN SDGs can utilize Montcalm’s platform to make program-related investments, funded by tax-deductible donations or grants, that pay for operational expenses or fund investment commitments without forming their own 501(c)(3).
Meet our philanthropic partners.
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A public benefit corporation supporting disabled communities through client initiatives that drive meaningful change.
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The world’s first healthcare-specific infotainment platform for improved health-literacy and healthcare outcomes.
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501c3 charitable organization facilitating systematic change within the Donor-Advised Fund and Philanthropic Capital industry.
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Provides education, guidance, and opportunities for physicians to help develop effective philanthropy plans with the greatest possible personal, community, and worldwide impact.
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Provides working capital loans to under-represented founders.
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A catalytic platform supporting preventative healthcare initiatives around the world.
Meet Trevor TCR.
Trevor TCR is a grant-making foundation established by Montcalm CEO and Founder, Holly Ruxin, in honor of her son, Trevor. The foundation is rooted in the belief that every community has the power to be a vibrant place of ideas and economic empowerment, where all people are welcome and have the opportunity to succeed.
Grants are made to organizations who are carrying out this belief by creatively building the cornerstones of community through initiatives in health, education, enterprise, and the arts.
Through this unique relationship – a wealth management firm collaborating with a non-profit foundation — Montcalm and Trevor TCR are building more ways to flow the world’s abundant capital to where it can be of the most benefit.
One percent of Montcalm’s revenue is donated annually to the foundation.
