Who We Are
Marmontana is a next-generation investment management firm providing comprehensive investment solutions including asset & wealth management, money management & research services to our individual and institutional clients. We focus on technology sector investments in public and private markets.
We are dedicated to generating superior returns for our clients through a combination of deep industry expertise, innovative strategies and bespoke client service on matters of portfolio management and wealth advisory to institutions & high-net worth individuals. Our commitment to excellence and integrity ensures that every decision we make is in the best interest of our investors.
Marmontana aims to provide a transparent and trusted private wealth management experience in what is traditionally an otherwise complex & opaque industry. Our defining characteristic is our culture, shaped by our core values of Excellence, Clients First & Integrity.
Our Thesis
Technology is eating the world. Not only has that been true in software for the last 30 years – but will continue to be for all forms if innovation. Technology-first companies now make up the majority of the market-cap weighted S&P 500 – a trend that will only accelerate as new developments in artificial intelligence, automation, robotics, energy and semiconductors begin to disrupt not only knowledge work but the physical world as well over the coming decades.
A Second Industrial Revolution is upon us – unleashing unprecedented growth & productivity gains that will generate significant returns for investors who are rightly positioned. It is our fiduciary duty to expose our clients to those opportunities that will yield the highest risk-adjusted returns – and there is none greater that innovation.