Fund letter publisher

Montis Financial, LLC

Official website View 13F portfolio

Letters: 11
Companies: 2
Coverage: Dec 2022
Oct 2026

Frequently mentioned companies

Approved mentions

MSFT Microsoft Corp 1 SBNY Signature Bank 1

Letter archive

2026 Third Quarter Investment Market Report

Oct 7, 2026 2026 Third Quarter

2026 First Quarter Investment Market Report

Apr 8, 2026 2026 First Quarter

MSFT

2025 Fourth Quarter Investment Market Report

Jan 8, 2026 2025 Fourth Quarter

2025 Second Quarter Investment Market Report

Jul 9, 2025 2025 Second Quarter

2024 Fourth Quarter Investment Market Report

Jan 13, 2025 2024 Fourth Quarter

2024 Third Quarter Investment Market Report

Sep 30, 2024 2024 Third Quarter

2023 Fourth Quarter Investment Market Report

Dec 31, 2023 2023 Fourth Quarter

2023 Third Quarter Investment Market Report

Sep 30, 2023 2023 Third Quarter

2023 Second Quarter Investment Market Report

Jun 30, 2023 2023 Second Quarter

2023 First Quarter Investment Market Report

Mar 31, 2023 2023 First Quarter

SBNY

2022 Year-End Investment Market Report

Dec 31, 2022