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About Monticello Associates

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

With headquarters on Denver’s historic Larimer Street and additional offices in Cleveland and Boston, Monticello Associates — named after the home of Thomas Jefferson — has grown into one of the country’s leading asset management consulting firms. Still headed by Mr. Durham, the company today works primarily with many of the most prominent museums, hospitals, schools, and families in the United States.