Montcalm is a wealth management and investment firm evolving finance through a world-class approach, values, and mission that distinguish it within the industry.
In 2012, after 15 years in influential roles at some of Wall Street’s largest firms, CEO and Founder Holly Ruxin established Montcalm with the goal of advancing the financial industry’s ability to drive portfolio growth while simultaneously strengthening interconnected systems such as climate, community development, health and wellness, and others. In doing so, she laid the foundation for the firm’s investment philosophy—one grounded in the belief that the health of these systems accelerates and sustains future growth.
Since its founding, Montcalm’s offerings have expanded beyond its core wealth management services to include customizable, complementary solutions such as financial education; business, real estate, and tax advisory services; retirement planning; and philanthropic investing.
Aligned with its values, Montcalm fosters a safe and inclusive community where individuals from all backgrounds can explore and deepen their relationship with money and wealth. Its growing team of systems thinkers works transparently and collaboratively with clients, leveraging global capital to strengthen systems and achieve long-term financial prosperity for clients and for current and future generations.
