If you are a Montrusco Bolton client, you may access your usual client page, here.
To access your client account via Investortrax, please click here.
Our "client first" mentality ensures that investors are kept informed and benefit from timely answers to any questions and concerns they may have. We go the extra mile by providing more than investment management services, for instance by offering advice and sharing our views on various matters of interest. In doing so, we aim to help our clients reach their unique objectives.
We spend the time getting to know a client’s distinct requirements, risk tolerance and metrics for success so we can respond to their specific objectives. Everyone on our team has the willingness to ask all the questions that help us understand your objectives. We listen, learn and act as your advocate in view of your best interests.
We show curiosity and imagination to better recognize suitable opportunities and work hard to build trust and understand long-term goals.
We ultimately deliver by offering investment solutions that are suitable as market environments change. We invest right alongside our clients. This ensures that our interests are always aligned with theirs, which is the true definition of partnership.