Montgomery Investment Management is an independent boutique office, managing the equity investments of a small group of private individuals and families, their companies, trusts, superannuation funds and charitable foundations.

The Montgomery [Private] Fund, a unit trust for wholesale investors*, is currently closed to new investors.

To register your interest in or receive notification of any future retail fund - for investments of less than $500,000, please complete your information below.

*A wholesale investor is defined as one investing more than $500,000.