Educational and informational use
Website content is general information only. It is not individualized investment advice, a recommendation, or an offer or solicitation to buy or sell any security or investment product.
Investment risk
All investing involves risk, including possible loss of principal. No investment strategy can assure a profit or protect against loss. Past performance does not guarantee future results.
Performance presentation
The displayed 49.8% figure was taken directly from Interactive Brokers advisor reports for the applicable account or accounts for January 1 through December 31, 2025 and is described as performance after advisory fees. These advisor reports are account-reporting records and do not constitute an independent audit or verification of Montoney Capital. Interactive Brokers produced the underlying reports but has not reviewed or endorsed Montoney Capital’s decision to display the result, the benchmark selected, the accompanying disclosures, or this website presentation.
The reported result may not represent every account managed by Montoney Capital and should not be understood as the result achieved by every client. Individual results may differ because of account inception, deposits and withdrawals, fees and expenses, holdings, trading, restrictions, timing, risk profile, and other circumstances. The underlying IBKR advisor reports and applicable supporting records should be reviewed and retained with the final approved advertisement.
The displayed S&P 500 comparison uses the index’s 16.39% price return for 2025, as reported by S&P Dow Jones Indices. Price return excludes dividends. The index is unmanaged, cannot be invested in directly, and may have materially different holdings, risk, volatility, cash flows, and objectives. The displayed 33.41 percentage-point difference is simple excess return, not risk-adjusted alpha.
No tax or legal advice
Montoney Capital does not provide tax, accounting, or legal advice through this website. Consult qualified professionals regarding your individual circumstances.
Registration status
Montoney Capital currently operates in reliance on an exemption from investment adviser registration and is completing applicable registration processes. Montoney Capital does not represent that any pending registration has become effective. Registration, an application for registration, or the filing of reports does not imply approval or endorsement by the SEC or any state securities authority. Information on this website is not an offer of advisory services in any jurisdiction where Montoney Capital is not authorized to conduct business.
The terms “investment adviser,” “advisory,” “advisor,” or similar descriptions identify the nature of services or third-party reports and should not be read as a statement that Montoney Capital’s pending registration is effective. Prospective clients should review the firm’s current status and applicable disclosure documents before entering into any relationship.
Service availability
Services are available only to eligible clients and only where permitted by applicable law.
Firm documents
Applicable disclosure documents and information about the firm’s services are available to eligible clients as required by law. Please contact the firm for current information.
Fees and liquidity
Any fee arrangement, eligibility requirement, withdrawal right, liquidity term, or other material condition is governed by definitive written agreements and applicable law. Performance-based compensation, when permitted, is not available to every investor and may be limited by eligibility requirements.
Third-party links
Links to Interactive Brokers and other third parties are provided for convenience. Third-party sites maintain their own terms, security, and privacy practices. A link does not by itself establish an endorsement or partnership.
Accuracy and changes
Information may change without notice. Contact Montoney Capital for current and complete information.