About Us

Montgomery Investment Management is owned by its staff and was founded in 2010 by Chief Investment Officer Roger Montgomery. Montgomery offers a suite of equity funds to provide clients with both choice and convenience. Our firm and our team members are directly invested in our funds, ensuring our objectives are aligned with yours.

Montgomery is a team of 16 highly experienced and focused individuals dedicated to developing long-lasting relationships with individuals and their families by providing superior investment outcomes, personalised service, and honest and transparent communication with considered insights.

In 2016 Montgomery won the prestigious Emerging Fund Manager of the Year award by Money Management and Lonsec.

Montgomery team members appear regularly on television and radio, and in the press, including ABC’s Statewide Drive radio program and Ausbiz. Browse the media library here.

About Us