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MFWire: Montage Investments
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Montage Investments
11300 Tomahawk Creek Parkway
Suite 200
Leawood, KS  66211
Google Maps

Main Phone: 888-870-3088
Web Site: www.montageinvestments.com

Mutual Fund Brand(s)
Montage Investments

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Backed by Mariner Holdings, Montage Investments is a multi-boutique with more than a dozen alternatives asset managers under its wing. Montage's sibling is Mariner Wealth Advisors.

    Montage's history dates back to the financial crisis of 2008 and 2009. A family office backing a wealth management business had cash on hand and decided to invest by launching a new business instead of using traditional financial products. The family office team began making investments in boutique asset managers, and in 2010 the Montage Investments umbrella was born. The family invests in the boutiques' products alongside customers.

    Montage mostly holds majority stakes in its shops. Those boutiques include:

  • 440 Investment Group,

  • Ascent Investment Partners,

  • Convergence Investment Partners,

  • Corridor InfraTrust Management,

  • Cypress Capital Management,

  • Enterprise Risk Strategies,

  • Giralda Advisors,

  • LNG Capital,

  • Mariner Real Estate Management,

  • Mill Street Capital Management,

  • Nuance Investments [profile],

  • Palmer Square Capital Management [profile],

  • Tactical Investment Managers and
  • Tortoise Capital Advisors [profile].

    Between those affiliates, the Montage family now boasts six mutual funds.
  • Sponsored Opportunities

    Key People:
    Jason McElwee
    Managing Director of National Sales, Co-Founder, Partner, Montage Investments
    Marty Bicknell
    CEO, Mariner Holdings, Montage Investments
    Bill Greiner
    Chief Investment Strategist, Mariner Holdings, Montage Investments
    Dave Henriksen
    Managing Director, Head of Distribution, Montage Investments
    Jenny Rhodus
    National Sales Director, Montage Investments
    Jonathan Butters
    Senior Vice President, Technology Solutions and Business Intelligence, Mariner Holdings
    Ryan Holloman
    Sales Desk Manager, Montage Investments
    Michael Mckeigue
    Managing Director, Strategic Relationships, Montage Investments
    Tim Connealy
    Chief Financial Officer, Montage Investments
    Cheryl Vohland
    Chief Operating Officer, Chief Strategy Officer, Mariner Holdings
    Kara Stoecklein
    Senior Vice President, Human Resources, Mariner Holdings
    Jeff Foley
    Senior Vice President, Technology, Mariner Holdings
    Katrina Radenberg
    Managing Director, Product Development, Montage Investments
    Charles Welsh
    Managing Director, Business Development, Montage Investments
    Story Archive for Montage Investments
    Published On Story Headline Publication
    6/28/2017 This is What Tortoise's Chief Wants In a Buyer MFWire.com
    6/14/2017 Tortoise is Considering a Sale MFWire.com
    10/11/2016 Filings for Fundsters - October 11, 2016 MFWire.com
    10/7/2016 In SoCal, a Liquid Alts Vet Adopts His Way Back Into the Mutual Fund Biz MFWire.com
    10/4/2016 With a Pipeline of Deal Possibilities, a New Prez Joins a Liquid Alts Shop MFWire.com
    8/26/2016 Filings for Fundsters - August 26, 2016 MFWire.com
    7/9/2015 A Multi-Boutique Makes Its First ETF Foray MFWire.com
    1/15/2015 Montage's 2015 Mission: Improving the Noble FA Profession MFWire.com
    9/25/2014 Montage's Henson Invests More In Key Accounts and Internals MFWire.com
    4/24/2013 A Boutique and its Parent Parade Their Precocious Toddler MFWire.com
    4/19/2013 A Boutique Manager Wants to Grow its Sales Staff By 15% MFWire.com
    1/23/2013 A Boutique Manager Group Raises Its AUM by 40 Percent MFWire.com
    1/15/2013 More Credit Coverage Planned by a Montage Shop MFWire.com
    1/8/2013 A Montage Boutique Does a Square Deal MFWire.com
    12/5/2012 The Montage Family Grows MFWire.com
    9/26/2012 Expect a Sales Expansion at a Montage Boutique MFWire.com
    5/29/2012 Montage's Affiliate Readies Another Alts Fund MFWire.com
    2/6/2012 Montage Slows its Acquisition and Launch Rates MFWire.com
    6/30/2011 A Multi-Boutique Brings in Three Distribution Chiefs MFWire.com
    6/1/2011 A Pair of Boutiques Get Into the Mutual Fund Business MFWire.com
    5/19/2011 Palmer Square Makes its Mutual Fund Debut MFWire.com
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