Monte Financial Group, LLC

We're proud to announce that Monte Financial Group, LLC is celebrating its 15th anniversary! Since 2009, we've been dedicated to guiding our clients through customized financial planning and ongoing asset management, helping them achieve their goals and aspirations. Thank you to our clients, partners, and team members for being part of our journey. Here's to many more years of partnership together! For the latest updates on news and events, connect with us on LinkedIn and Facebook, and visit our website. #15thAnniversary #FinancialPlanning #AssetManagement

We are hiring! Our firm is looking to expand our Wealth Management division by hiring a Paraplanner. If you are interested, you can apply using the job link below. A description of the position may also be found on our website at https://lnkd.in/eEqY3ir7.

Last week, Bob Monte, CPWA®, RMA®, CAP® was invited to speak at the annual board meeting for the Estate and Tax Planning Council of Eastern Connecticut, Inc. The event was held at the Great Neck Country Club in Waterford, CT. It was a wonderful opportunity to network with the members and to present our view of the economy and financial markets. Thank you to Tim Fogarty, Esq., CTFA of Dime Bank & Trust and the rest of the board for arranging this luncheon!  

Thank you, Zachary Rotkowitz and Paul Heilbronn, for all your hard work this spring! As Equity Research Interns, both Zach and PJ used the Bloomberg terminal to complete tasks related to economics, markets, and company specific analysis. They both leveraged the Advanced Bloomberg Query language to complete an automated analysis and learned our research process to complete an industry earnings analysis. Both Zach and PJ are a part of the Dual-Degree Accelerated 3+1 Program at Quinnipiac University. Our team wishes you both the best of luck with the rest of your spring semester!

Benjamin Monte was invited to participate in the 8th Annual Finance Conference held by the Finance Society at the University of Connecticut. The conference theme was “AI in the Finance Industry,” with panels focused on Investment Banking, Investment Management, and AI. Ben had the opportunity to sit on the Investment Management panel and speak about his experiences within the industry. Thank you to the UConn Finance Society for putting on such a great event! 

Yesterday morning, the Monte Financial Group team volunteered at Connecticut Foodshare, a critical supplier in the food distribution network throughout the state for individuals and families in need. We were able to sort 10,878 pounds of produce, which equates to roughly 9,065 meals. Last year, Connecticut Foodshare distributed enough food to provide over 40 million meals through a network of more than 650 community-based hunger relief programs, including food pantries, meal programs, and mobile food pantries. Thank you to the organizers at Connecticut Foodshare, we look forward to participating again soon!

We are hiring! Our firm is looking to expand our Wealth Management division by hiring an Associate Wealth Advisor. If you are interested, you can apply using the job link below. A description of the position may also be found on our website at https://lnkd.in/eEqY3ir7.

Monte Financial Group LLC is excited to announce their firm has launched a separate account strategy, Monte Equity Income. The Monte Equity Income Strategy seeks to achieve capital appreciation and income growth driven by two factors: owning companies that focus on dividend per share growth and implementing a reallocation strategy focused on yield. The separate account strategy is an extension of the equity portfolios we manage for our private wealth clients. It provides us with the opportunity to work directly with institutions, particularly foundations, non-profit organizations, and other RIA firms interested in using our strategy for their clients. The strategy may be found on eVestment Alliance. Also, further information is provided on their website under Institutional Strategies.

Thank you, Jake Caron, and Ryan Keaveney, for all your hard work this fall! As Equity Research Interns, both Jake and Ryan used the Bloomberg terminal to complete tasks related to economics, markets, and company specific analysis. They both leveraged the Advanced Bloomberg Query language to complete an automated analysis and learned our research process to complete an industry earnings analysis. Jake is majoring in Finance with a Concentration in Quantitative Finance at the University of Connecticut. Ryan is a part of the Dual-Degree Accelerated 3+1 Program at Quinnipiac University. Our team wishes you both the best of luck with the rest of your fall semester!

We are excited to announce our firm has launched a separate account strategy, Monte Equity Income. The Monte Equity Income Strategy seeks to achieve capital appreciation and income growth driven by two factors: owning companies that focus on dividend per share growth and implementing a reallocation strategy focused on yield. The separate account strategy is an extension of the equity portfolios we manage for our private wealth clients. It provides us with the opportunity to work directly with institutions, particularly foundations, non-profit organizations, and other RIA firms interested in using our strategy for their clients. The strategy may be found on eVestment Alliance. Also, further information is provided on our website under Institutional Strategies.