A private, independent, fee-only wealth management and financial planning firm.

The History and Philosophy of MontVue Capital Management

In our lifetime, the investment industry has changed dramatically.  Gone are the days when available investment options were whatever the corner broker was selling.  Investment vehicles have become less expensive, more efficient, and easier to trade than ever before.  This evolution has fit perfectly into our practice of providing clients with the best investment options available. 

When MontVue was founded over fifteen years ago, our goal was twofold: 

1) provide tailored investment management within a highly ethical business environment, and 

2) utilize intelligent, well-researched, and thoroughly vetted portfolio management techniques. 

Today, we continue to carry out this mission. We stay abreast of the latest changes in the investment industry but we do not let the latest fads dictate our decisions. We are thorough in our research and deliberate in our investing approach. Most importantly, every decision we make is first viewed from the client’s vantage point. If it’s not right for our clients we simply won’t do it.

To learn more about our investment strategy and research, contact us at 434-455-2795.

Meet Our Team:

Sarah U. Burnett,
President

Sarah is MontVue’s President and Chief Compliance Officer. She received her degree from the University of Virginia’s McIntire School of Commerce in 1981 with concentrations in finance and management. Sarah’s career has provided her with a wealth of experience: She has worked as a securities analyst and portfolio manager for banks, trust departments, and investment advisors including Wachovia Bank & Trust, Virginia Farm Bureau Mutual Insurance Services, CFB Advisory, and Davidson, Garrard & Goode. In 1999, Sarah and Anne Scruggs co-founded MontVue.

Sarah is married and has two grown children, Elizabeth and Andrew. She lives with her husband Tim in her historic homeplace in Arrington, Virginia. When not at the office, Sarah enjoys yoga, reading, and volunteer work. She is on the Board of Directors of the Spence Network.

Anne U. Scruggs,
Chief Investment Officer

Anne is MontVue’s Chief Investment Officer. She received her degree from the University of Virginia’s McIntire School of Commerce with concentrations in finance and management in 1996. Prior to joining the firm, Anne held several roles at Davidson, Garrard & Goode. Anne became a principal of MontVue in 2005 and in 2012 Anne’s ownership of MontVue grew to 50%. 

Anne is married with two daughters. When not at the office, Anne can be found enjoying the beauty of Nelson County on her family’s farm, watching sporting events with her girls or enjoying her husband Alan’s fabulous cooking. She serves on various board committees at New Covenant Schools.

 

 


William H. (Bill)
Russell, III

1941-2015

Bill Russell passed away in November, 2015. He was instrumental in framing the client service concept that the firm has adopted – modeled after the local trust department. Bill graduated from Virginia Tech in 1965, where he received a degree in business administration. He previously served as Senior Vice President at BB&T and President of Main Street Trust Company.

Bill will forever have a place in our hearts. At MontVue, he was both a friend and a mentor. His memory lives on through the lessons that he taught us.