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The independent structure of The Monteverde Group allows us to develop unique, comprehensive financial plans that are constructed around each client’s needs and goals. We help our clients prepare for the future. There are, however, countless unique financial situations. We understand everyone is unique and aim to assist with whatever your situation may be.

The “first prong” is our macro client evaluation. Our advisor who works with the client gathers as much information about the client’s specific goals, suitability needs, time horizon, investment risk tolerance, and investment performance expectations. The advisor presents that confidential client information to our investment committee for discussion and design.

The “second prong” is our micro client determination. The investment committee employs stocks, bonds, mutual funds, exchange traded funds, option strategies, and any alternative investment that is appropriate for the client to build a portfolio tailored solely for that individual or family. The objective of our process is to create a diversified portfolio with the goal of maximizing the investment return while assuming the least or appropriate amount of risk.

Everything You Need In One Firm

Our committee assists clients within the following areas:

Investment Portfolio Management

Asset Allocation

Investment Manager Selection

Third Party Managers

Alternative Investments

Option Strategies

Stock Market Analysis

Fixed Income Management

Equity Research

Investment Policy Statements

Mutual Fund Strategies

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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