Montgomery Investment Management

What Montgomery Investment Management does

Montgomery Investment Management Inc. is a privately held, SEC-registered investment advisor founded in 1987 by Dr. Calvin S. Koonce. The firm operates a single core product: a separate-account U.S. value equity strategy built as concentrated portfolios of typically 20-35 stocks, selected for sustained high return on invested capital and attractive valuations, with a long-term, low-turnover holding approach. The technology footprint is traditional and human-driven, with no disclosed proprietary trading systems, algorithms, APIs, or AI tooling; investment research is conducted internally by a small, credentialed team.

The firm generates revenue exclusively through tiered asset-based management fees: 1.2% on the first $500,000, stepping down to 60 bps, 50 bps, and ultimately 40 bps above $5 million, billed annually against client AUM. The $300,000 minimum investment, combined with daily redemption and no lock-up, targets ultra-high-net-worth individuals, families, and institutional investors. Distribution is gated and relationship-driven: the firm's website requires password authorization, and client acquisition flows through financial advisor referrals, professional networks, and direct outreach led by the President and the VP-level client service team.

The firm's operating footprint is small (11-50 employees, three named investment professionals) and U.S.-domestic, with a corporate headquarters in Rockville, MD and a secondary mailing/office presence in Palm Beach Gardens, FL. The Koonce family co-invests substantially alongside clients, which is a central element of the firm's alignment-of-interests positioning.

Name

Montgomery Investment Management

Legal name

Montgomery Investment Management Inc.

Website

https://miminvest.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

11–50 employees

Short description

Montgomery Investment Management is a Rockville, MD-based, SEC-registered investment advisor founded in 1987 that manages a separate-account U.S. value equity strategy for high-net-worth individuals, families, and institutional investors.

Ownership category

akta.pro rank

Product category

Investment Advisory & Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Value equity investing
• Separate account management
• Investment advisory services
• Asset management
• Portfolio management

Headquarters

HQ city

Rockville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Asset Management Fees: The firm generates revenue through tiered asset management fees charged as a percentage of assets under management (AUM). Fees range from 1.2% for the first $500K down to 40 basis points for balances above $5 million, creating a predictable recurring revenue stream tied directly to AUM growth.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels1 record

Core offering

Montgomery Investment Management provides a U.S. focused value equity investment strategy delivered through a separate account structure for high-net-worth individuals, families, and institutional investors. The strategy builds concentrated portfolios of 20-35 stocks in well-managed companies with sustained high return on invested capital, held with a long-term view and low turnover for tax efficiency. Clients access the strategy through a gated website requiring authorization, with a $300,000 minimum investment and tiered management fees.

Product overview

Montgomery Investment Management offers a single, unified investment product — a separate account value equity strategy. The strategy focuses on investing in well-managed companies with sustained high return on invested capital that are attractively priced. The firm builds concentrated portfolios of 20-35 positions, targeting quality companies with durable competitive advantages, and holds positions indefinitely unless the investment thesis fails. The investment approach emphasizes fundamental analysis, low P/E valuation metrics, and long-term capital appreciation with downside protection.

Differentiator

Problem solved

Functional benefit

Products and services

• Montgomery Investment Management Separate Account A separate account investment vehicle offering a conservative U.S. focused value equity investment strategy. The portfolio typically consists of 20-35 concentrated stock positions in well-managed companies with sustained high return on invested capital, managed with a long-term view and low turnover for tax efficiency. Intended for high-net-worth individuals, family offices, and institutional investors.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Market position

Strengths4 records

Competitive moat5 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/miminvest

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Montgomery Investment Management