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Montrose Advisors Inc.

EST. AUM
$670,800,000

CONTACTS

CLIENT ACCOUNTS
30

Firm Details

Metro area New York City
CRD Number 105918
Website montroseadvisors.com
Client types

Overview

Montrose Advisors Incorporated is a New York-based independent registered investment adviser (RIA) co-founded in 1992 by Kenneth Lubbock and the late John Train. The firm provides specialized wealth management and multi-strategy investment services to a select group of high-net-worth families. Its investment philosophy emphasizes broadly-diversified portfolios that combine low-cost, tax-efficient equity and bond index models with non-traditional alternative investments, including hedge funds and dedicated special-situations vehicles.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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