Look beneath the surface.
Understand the economics, challenge assumptions and weigh the risks behind an investment idea.
Our founding story
A clear view.
A direct responsibility.
Milan Pualic, CFA
Founder & Chief Investment Officer
While in private banking, I saw how many layers can sit between an investment decision and the client: products, approvals, committees, relationship teams. On the other hand, in the family office, I saw the opposite: how much investors benefit when the system is transparent and they can see what they own and why.
I believed a better solution was possible: one built on transparency, alignment and accountability. But it could only be built outside a large organization with layers of approvals and committees. So I founded Monterra.
We start with fundamental research and portfolio construction, and the people who make a recommendation own it and revisit it when the facts change. Our technology platform makes that visible, so you always have a clear view of your portfolio and the thinking behind it.
We’re paid by our clients and no one else, and for eligible clients, part of our fee is tied to performance. We do well when you do well.
