Montgomery Investment Management

Montgomery Investment Management, based in Bethesda, MD, is a SEC Registered Investment Advisor since 1987. The firm prides itself on its diversity of ideas and beliefs, which shape its method of investing through long-term strategies.

With a focus on well-managed companies demonstrating sustained high return on invested capital at attractive valuations, Montgomery Investment Management seeks to deliver competitive advantages to its clients through a rigorous investment process and portfolio construction.

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