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Unbiased Perspective

Starting with one client and a mission to provide superior investment consulting services, Monticello Associates has been providing world-class asset management consulting services for more than 20 years.

The firm has remained thoughtfully independent over the years, with no ties to any brokerage firm, investment management firm, or any other provider of financial services. With no products to sell and under no pressure to select managers for any reason other than performance, Monticello’s unbiased advice has served its clients measurably well across every market cycle from the firm’s inception.

Today, the firm provides a variety of asset management consulting services, including developing investment policies and objectives, analyzing asset allocation and diversification, researching investment managers for client selection, providing due diligence and performance monitoring of managers, and supplying periodic performance reports.