Who We Are

Montgomery Securities is founded on the belief that relationships and clear understanding leads to the best outcomes. Born from firsthand experience building and advising companies, Montgomery was created to provide a more thoughtful, founder-focused approach to Investment Banking and Asset Management.

We aim to serve emerging growth companies, long-term investors, and mission-driven entrepreneurs navigating critical decisions throughout their journeys. Montgomery delivers institutional-quality execution with the flexibility, discretion, and care of a boutique partner. Whether advising on a Strategic Transaction, structuring a Private Placement, or curating Alternative Investments, our goal is to help our clients unlock long-term value on their terms.

Built on West Coast entrepreneurial roots, Montgomery blends financial rigor with deep conviction. We don’t chase volume. We focus on clarity, fit, and building something enduring - one relationship at a time.

Alfred Ritter
CEO & Managing Partner