The Investment Management Platform is a robust line-up of investment programs offered through Montello Wealth Management, Inc. Each program offers personalized investment advice and professional asset management. 

Rising Dividend Growth Portfolio

This high quality dividend strategy is structured to provide capital preservation, attractive current income and long term capital appreciation by efficiently managing a focused and diversified portfolio of traditionally defensive sectors such as Consumer Goods, Telecom, Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), Health Care, Energy and Utilities. The portfolio serves conservative investors who seek above average current income with relatively modest market risk.

For detailed information about the Rising Dividend Growth Portfolio, please click this link: Rising Dividend Growth Portfolio


Multi- Sector Dividend Growth Portfolio

This high dividend Strategy is structured to provide for the higher cash flow needs of the income oriented investor. The strategy seeks to provide both a stable and growing income stream while also giving clients less volatile participation in market movements. The portfolio is designed to take advantage of the reduced tax on dividends while providing principal protection during periods of rising interest rates. The portfolio targets a dividend yield nearly twice the market yield using 20-30 high dividend paying common stocks across many sectors.

For detailed information about the Multi sector Dividend Strategy, please click this link: Multi Sector Dividend Strategy

Absolute Return Portfolio

With low correlations to the broad market, our Absolute Return portfolio aims to provide modest, equity-like returns while also minimizing volatility and providing downside protection in poor market environments. Invested in alternative asset classes to enhance its risk/return profile, this portfolio seeks to take advantage of relative market opportunities and add value on a consistent basis.

For detailed information about the Absolute Return Portfolio,
please click this link: Absolute Return Portfolio

Separately Managed Account

This solution gives clients access to diversified portfolios featuring top money managers and multiple investment products. The products include, separate account strategies, mutual funds, and exchange-traded funds all in one core account. The UMA product allows for Montello Wealth defined models across the standard asset allocation models. The UMA offers the diversification and tax management benefits of a separate account with the operational ease of a mutual fund portfolio by utilizing Montello Wealth's Overlay Portfolio Management process.

For detailed information about the Separately Managed Accounts,
please click this link: Separately Managed Accounts

Minimum Guarantee Accounts

This solution offers a guarantee of principal and the potential of market-linked growth with no risk of loss of principal due to market downturns. An indexed annuity is an insurance contract and not an investment in the stock market. Indexed annuities credit interest using a formula based on changes in the index to which the annuity is linked. The fixed index annuity is a powerful financial tool designed to meet your long-term retirement needs.

For detailed information about the Minimum Guarantee Accounts,
please click this link: Minimum Guarantee Accounts

Program offerings are listed below:

Program Name
Minimum Investment
Discretion
Asset type
Multi- Sector Dividend
Growth Portfolio
$250,000
Manager
Defensive Dividend Stocks
Absolute Return Strategy
$250,000
Manager
Mutual Funds and Separate account Managers
Separately Managed Accounts
$ 1,000,000
Manager
Separate Account Managers
Minimum Guarantee Accounts
$25,000
Insurance Company
Insurance contract