Montcalm TCR

Our Approach to Wealth Management

At Montcalm, we believe that finance should not only propel personal success but also promote planetary integrity. We strive to bridge the gap between financial stability and social responsibility. Our wealth management approach is built on the principles of sincerity, sophistication, and heart. We take the time to understand our clients' values, goals, and aspirations, empowering them to make informed financial decisions that align with their passions and ideals.

Leadership and Expertise

Our leadership team is comprised of seasoned professionals with a deep understanding of the financial markets and a passion for creating positive impact. Holly Ruxin, our founder and CEO, has over 30 years of experience in the financial industry, having worked with prominent institutions such as Goldman Sachs, Morgan Stanley, and Bank of America. Holly has an MBA in Finance from Columbia University and a BA in Economics from the University of Michigan.

Our Investment Philosophy

We adopt a contrarian approach to investing, focusing on fundamental analysis rather than market trends. Our investment strategies are designed to provide stability and returns while considering the environmental and social impact of our investments. We believe that investors should have a long-term perspective, embracing the idea that financial success and sustainability go hand-in-hand.

Sustainability and Social Impact

At Montcalm, we recognize that financial decisions have a profound impact on both individuals and society as a whole. We strive to create a positive influence by investing in companies and initiatives that prioritize sustainability, social responsibility, and environmental stewardship. Our goal is to make a lasting difference in the lives of our clients, their communities, and the planet.

Our Team and Expertise

Our team of experts has a diverse range of backgrounds and expertise, from finance and economics to environmental sustainability and social entrepreneurship. We bring together our collective knowledge and experience to deliver a comprehensive and personalized approach to wealth management. Our team members are dedicated to empowering our clients to achieve their financial goals while making a positive difference in the world.

Our Commitment to Excellence

At Montcalm, we are committed to excellence in all aspects of our business. We are dedicated to staying ahead of the curve, adapting to changing market conditions, and continuously improving our services to meet the evolving needs of our clients. We believe that honesty, transparency, and integrity are the foundation of our relationships and are committed to upholding these values in everything we do.

Join Our Community

We invite you to join our community of like-minded individuals who share our passion for sustainable finance and social impact. We believe that financial success and sustainability are intertwined and that together, we can create a better future for all.