Client Resources
With over 20 years of holistic wealth management & life planning, bring part of the MontVue experience with you, wherever you go with the MontVue portal. This portal provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with the MontVue team.
Access Client Portal
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with the MontVue team.
Access Client Portal
Bring the MontVue experience with you by downloading the MontVue Capital Management app at the Apple App Store or the Google Play Store.
| HOLIDAY | 2021 | 2022 | 2023 |
| New Year’s Day | Friday, January 1 | - | Monday, January 2 (New Year's holiday observed) |
| Martin Luther King, Jr. Day | Monday, January 18 | Monday, January 17 | Monday, January 16 |
| Washington's Birthday | Monday, February 15 | Monday, February 21 | Monday, February 20 |
| Good Friday | Friday, April 2 | Friday, April 15 | Friday, April 7 |
| Memorial Day | Monday, May 31 | Monday, May 30 | Monday, May 29 |
| Juneteenth | - | - | Monday, June 19 |
| Independence Day | Monday, July 5 (July 4 holiday observed) | Monday, July 4 | Tuesday, July 4 |
| Labor Day | Monday, September 6 | Monday, September 5 | Monday, September 4 |
| Thanksgiving Day | Thursday, November 25 | Thursday, November 24 | Thursday, November 23 |
| Christmas Day | Friday, December 24 (Christmas holiday observed) | Monday, December 26 (Christmas holiday observed | Monday, December 25 |
Holiday Closings
Our office is closed on U.S. holidays when the New York Stock Exchange is closed.