“Our mission is to protect and grow assets while
meeting the clients’ needs.”

Montana Investment Advisors (MINT) is a registered investment advisory firm that manages stock and bond investments on a fee basis. Our clients are high net worth individuals, charities, corporations, endowments, trusts, retirement, and pension accounts. We offer a personalized approach to investing to ensure that we meet clients’ current and future needs.

During the initial consultation, investment objectives, preferences and constraints are discussed. All accounts are separately managed and held in a custodial bank or brokerage firm. We generally require a minimum of $250,000 direct asset management for each client relationship.

Our focus is to:

• Preserve capital

• Grow client assets on a long-term basis

• Meet present and future client needs