Montrose Advisors

Montrose Advisors offers diversified portfolios combining low-cost equities, bonds, and alternative investments tailored to clients’ goals and risk tolerance.

The company designs equity-focused, diversified portfolios for individuals and families, emphasizing equities and fixed-income investments.

Articles from former Montrose Chairman, John Train, on various financial topics with forwards by Kenneth Lubbock. Articles originally published by the Financial Times, the CFA Research Institute and more.

Article by John Train, originally published in the Financial Times, with forward by Kenneth Lubbock

Article by John Train originally published by the CFA Institute Research Foundation in "Insights into the Global Financial Crisis"

Montrose Advisors has assisted families and family offices for over three decades in selecting and managing alternative investment portfolios based on their objectives.

Montrose Advisors introduces its team: Angus Lubbock, Kenneth Lubbock, Lois McNaughton, Lisa Train, Kristy Riggio, Gregory Macosko, and Julia Lubbock.

7 East 60th Street 2nd Floor New York, NY 10022

Montrose Advisors is a US SEC RIA to individuals and their families, foundations, and trusts, co-founded by John Train and Kenneth Lubbock.

Montrose Advisors is a US SEC RIA to individuals and their families, foundations, and trusts, co-founded by John Train and Kenneth Lubbock.