UPCOMING EVENTS IN SEPTEMBER
Thursday, September 17
We invite you to join us for an intimate breakfast conversation exploring these questions in the company of thoughtful investors, philanthropists, and leaders. Rather than a presentation, this will be a facilitated dialogue designed to surface diverse perspectives, share practical insights, and create space for meaningful connection.
Tuesday, September 22
Join us for a breakfast conversation on climate investing and philanthropy as two sides of the same coin: stewardship. We'll talk about how the way you deploy capital ripples outward, into your own life, your family, and the systems around you.
We are a wealth management firm fostering freedom and prosperity for clients and future generations through collaboration, integrity, and financial stewardship.
We leverage our deep expertise and wisdom to direct the world’s immense capital in transforming interconnected systems across a range of industries, allowing clients to recognize longterm compounded growth in their portfolios and on the planet.
As a Montcalm client, you become our collaborator, relying on our team’s sophisticated experience to guide you in identifying the goals, needs, and values that imbed intention into your portfolio and drive growth.
Our difference begins with our mindset.
We are adamant that, regardless of asset class, phase of deployment, or time-horizon, investments can and should create positive feedback loops in micro and macroeconomic systems, on the planet, and in our clients’ lives.
That’s why we work hard to identify and vet investments that not only balance risk and reward and pursue competitive growth, but also, as an integral part of our investment philosophy, catalyze a cascade of effects that promote future growth and well-being.
