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Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services. Founded by 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.

perspective

Unbiased
Perspective

Monticello remains completely independent with no ties to any brokerage or investment management firms and no products to sell.

relationships

Long-Term
Relationships

Monticello fosters long-term client relationships, partnering with world-class foundations, endowments and family offices for nearly 25 years.

judgement

Sound
Judgement

Monticello adds real value for its clients through its deep knowledge on the top investment managers across all essential asset classes.

expertise

Unmatched
Expertise

Monticello clients benefit from a team of senior investment consultants with unparalleled experience in evaluating investment managers.