Montgomery Investment Management is owned by its staff and was founded in 2010 by Chief Investment Officer Roger Montgomery, following a successful career as an analyst, strategist, fund manager and public company chairman. He is also a best-selling finance author. Together with CEO David Buckland and Director, Senior Analyst and Head of Quantitative Research Tim Kelley, they bring to bear more than seven decades of business, investment and financial market experience, knowledge and relationships.
Montgomery is a team of 24 highly experienced and focused individuals dedicated to the twin goals of sound stewardship and personal service.
In 2016 Montgomery won the prestigious Emerging Fund Manager of the Year award by Money Management and Lonsec.
Montgomery team members appear regularly in the media and press, including the ABC’s Midday News and Statewide Drive radio program; Brooke Corte’s Money News program on 2GB, Money magazine, the Australian and Herald Sun. Browse the media library here.