Montague Capital is an independent investment management firm based in Stratford-Upon-Avon. We specialise in bespoke individual investment portfolios for all clients ranging from individuals to trusts, charities and pensions.
Recognising the low levels of service and professionalism within the investment industry, and ultimately poor performance, Montague Capital was conceived in 2003. It is these basic principles that form the base of our fundamental business ethics and the belief that we can far surpass industry standards whilst still generating high performance.
Our goals are simple, to maximise portfolio returns and minimise the clients risk whilst maintaining high levels of service and professionalism.
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