History

Throughout our long history, we’ve evolved and adapted. Today, our product offering combines traditional and alternative vehicles, in a true demonstration of our client centricity and flexibility.

Founded in 1946, we have been through the ups and downs of the market cycles for generations. As we have evolved as a firm, we have learned a few things… including about reinventing ourselves.

In 2000, the firm’s current senior management and strategic partners privatized Montrusco Bolton, which was then a public company. This was an important milestone in our history as we started to redefine ourselves, while continuously seeking to enhance our investment approach, the structure of our teams and our operations.

Our transformation has led to the continued growth of new mandates from existing and new clients, with 2016 assets under management in excess of $6 billion.