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Unmatched Expertise

Given the heavy emphasis on research-based advice, Monticello has built an impressive team of senior investment consultants with deep experience in directly evaluating investment managers. The company’s structure is purposefully built to avoid the fragmentation of knowledge and turnover that too often hampers the investment consulting industry.

Monticello’s professional staff has broad expertise across traditional and alternative asset classes, where the firm is considered one of the nation’s premier experts. The team’s particular ability to identify and maintain investment capacity with the nation’s premier alternative managers is critical to the success of client investment programs.