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.
Monticello remains completely independent with no ties to any brokerage or investment management firms and no products to sell.
Monticello fosters long-term client relationships, partnering with world-class foundations, endowments and family offices for 25 years.
Monticello adds real value for its clients through its deep knowledge on the top investment managers across all essential asset classes.
Monticello clients benefit from a team of senior investment consultants with deep experience in evaluating investment managers.