Montgomery Street Financial--About The Firm

The concept of the Montgomery Street Financial offering is to make available to all investors the expertise and experience of a group of professionals acknowledged to have created the notion of active portfolio management for the asset class, as well as having managed one of the largest leveraged lease portfolios.

By outsourcing services to such a platform, investors have access to non-conflicted advice and creativity at a level heretofore reserved only to the very largest players. Clients choose from a menu of diagnostic, risk management, risk mitigation, portfolio strategy creation, and execution services. Banks also have access to talent experienced in their regulatory environment. Small-volume investors which, via arrangers, have gained access to the yield or revenue part of the leveraged lease bargain now have access to the same quality of active asset management, and at the same relative cost, as the very largest players in the business.

Key and differentiating value elements include integrity of behavior and advice, together with careful positioning for maximum alignment with the client’s interests. Syndication and distribution channels for leveraged leases have too often been characterized by conflicted “advice” and occasional creative excess.

Montgomery Street Financial approaches the market with acknowledged professionalism and a solid reputation for integrity and trusting relationships, all earned over the many years its key principals have been involved in the industry. The firm includes the top practitioners in asset origination, syndication, portfolio management (including credit, equipment management, and tax structuring), accounting theory and practice, legal, and secondary market execution.