Joan Chung-Montgomery's Contact Details

Joan Chung-Montgomery's Company Details

Montgomery Financial Services

N/A, MD, US • 5 - 9 Employees
Financial Services

At Montgomery Financial, we think investing can work to help most people reach their long-term financial goals. Unfortunately, many people get mixed messages and bad advice when it comes to how to invest. We provide long-term investment strategies for Main Street investors which help bring clarity to the investing process.One our core values at Montgomery Financial is education and coaching—that means we can help you understand what your portfolio is doing and why. Understanding the origins of your investment strategy is something few investors will ever do. However, this understanding will give you a greater depth of knowledge and can create confidence in uncertain market conditions.SUPPORT AND BE SUPPORTEDAt Montgomery Financial, our clients and their friends attend community events and coaching sessions regularly. You will have a chance to meet other investors who are working toward their personal goals. Some may have more experience than you and others may be at the same point in their investing journey as you…either way, being in this conversation together can create great support and friends you never expected.OUR PHILOSOPHYOur investment philosophy is based on Nobel Prize winning Academic Evidence. Evidence based investing is a synthesis of three academic principles: Efficient Market Hypothesis, Modern Portfolio Theory, and the Three-Factor Model. Together these concepts form a powerful, disciplined and diversified approach to investing. The result is globally diversified portfolios including over 12,000 stocks spread across more than forty countries, designed and engineered to capture market rates of return.