Investment Strategy

Investment Strategy

Montis Financial, LLC combines asset allocation with value investing. Value investing tends to minimize risk - permanent loss of capital - and enhance long term returns, while asset allocation deploying multiple asset classes optimizes the balance between risk and reward.

Paired with proactive, tactical asset allocation, the Montis Financial strategy aims to add value in changing economic environments. With a contrarian perspective, the Montis Financial team looks for buying opportunities during market corrections. Market timing and economic cycles are less important than comparing the spread between purchase price and intrinsic value. The Montis Financial team will periodically and carefully adjust assets classes and balance holdings in order to reduce portfolio risk and manage the underlying fundamentals as established with the client to relate to their priorities and life plans.