Regulatory Disclosures


  • MontVue Capital Management is registered as an investment advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting.
  • This website is a publication of MontVue Capital Management. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change.
  • Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities and strategies discussed. A professional advisor should be consulted before implementing any of the strategies presented. All investment strategies have the potential for profit or loss.
  • Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
  • Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto. Images are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Holistic wealth management requires the right fit and chemistry between client and advisor. We offer a complementary initial consultation to get acquainted and explore whether we’re the right firm for you. If you’re ready to schedule a visit, please drop us a line.