About Us

Montgomery Investment Management is owned by its staff and was founded in 2010 by Roger Montgomery. Montgomery brings together a team of expert partners in complimentary asset classes who can generate superior investment outcomes over the long term for our clients. Our firm and our team members are directly invested in our funds, ensuring our interests are aligned with our investors.

Montgomery offers a high level of personalised service, honest and transparent communication, and considered investment insights. These attributes are all a key to our relationships with you as a client, our investment management partners and other stakeholders.

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.