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Montgomery Capital Management

DESCRIPTION OF PROGRAMS Good Shepherd Approach This is an actively managed, diversified investment program which attempts to generate positive absolute returns, with below average risk, in virtually any market environment. In pursuit of these objectives, this approach necessarily avoids a buy-and-ho...

Montgomery Capital Management

In Memoriam - Paul Macrae Montgomery (1942 2014) We are deeply saddened to report the passing of Paul Macrae Montgomery on September 6 th , 2014. To all who knew him, Paul was an astute money manager who possessed a unique blend of market exotica, classical wisdom, original research, and vast humo...

College Funding Planning - Reduce Stress, Save Money - Montgomery Capital

COLLEGE FUNDING PLANNING Many parents who earn higher incomes or have substantial assets assume there is nothing they can do to lower the amount they pay for college. Nothing could be further from the truth. The families who pay the lowest college costs are the ones who have taken the time to unders...

Montgomery Capital Management

UNIVERSAL ECONOMICS Universal Economics is published by Paul Macrae Montgomery and is devoted to independent and unique capital markets research that is original in theory and valuable in practice. Universal Economics explores the non-rational aspects of the capital markets through the development o...

Montgomery Capital Management

We see ourselves as stewards , whose job it is to shepherd our clients' assets through the ever-changing seasons that all investment markets go through. We offer several actively managed programs that seek to provide excess returns based on contemporaneous market conditions. ...

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