Man carrying cash

Montage Investments adds USD4 billion in 2012 and surpasses USD1 billion in mutual fund assets

Assets at Montage Investments' affiliated investment managers increased from USD9 billion to more than USD13 billion in 2012, following USD2 billion of growth in 2011.

This past December, Montage announced that Fountain Capital Management and Giralda Advisors joined its family of 13 managers, bringing additional expertise in the areas of high-yield bond, bank loans, and risk-managed equities. At the end of the year, the Montage family was comprised of 15 asset managers, offering six mutual funds, seven closed-end funds, as well as separately managed accounts, limited partnerships and customised investment solutions.

"Montage brings together a diverse group of boutique asset managers that have historically only been available to pension funds, family offices, endowments and large institutions," says Gary P Henson, CFA, CFP, president and chief investment officer of Montage Investments. "Over the past few years, as we saw a dramatic increase in correlations among most asset classes, we also saw increased demand for active, alternative investment strategies with a focus on reducing correlations and downside risk. At Montage, our goal has always been to provide advisors with innovative, relevant solutions to help solve their challenges. To that end, we strive to provide strategies that position advisors and their clients for success in various market environments."

To support its growing family of asset managers, Montage welcomed 20-year industry veteran Jason McElwee as managing director, national sales. In addition, Montage plans to add six sales professionals to its Leawood, Kansas-based distribution support team in the first quarter. In all, Montage expects to employ a distribution team of 40 by the end of the quarter. This team will focus on sales and serve as a resource to the nearly 200 associates employed across the firm's various asset management affiliates.


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