SOURCE: Monticello Associates

Monticello Associates

October 15, 2014 08:00 ET

Monticello Associates Continues Expansion

Firm Expands to Larger Cleveland Office to Accommodate Growth

DENVER, CO--(Marketwired - Oct 15, 2014) - Monticello Associates, Inc., one of the country's leading asset management consultants, today announced that it has moved its Cleveland office to the Key Tower building, located in the heart of Cleveland's downtown area.

The iconic Key Tower was completed in 1991 and is the tallest building in the state of Ohio soaring 947 feet into the Cleveland skyline.

"We are excited to announce the expansion of our footprint in Cleveland," said Grady Durham, founder of Monticello Associates. "This move will allow for further business growth and shows our continued commitment to the area."

The firm's new Cleveland address will be Key Tower, 127 Public Square, Suite 2440, Cleveland, Ohio 44114.

"Cleveland is important to Monticello, and our long-term commitment here will enable us to better serve our Cleveland, Midwest and East Coast-based clients," said Pat Sullivan, Managing Director and head of the Cleveland office.

Denver-based Monticello, with its heavy emphasis on research-based advice, has built an impressive team of senior investment consultants with deep experience in directly evaluating investment managers. Serving a wide variety of clients, including endowments, foundations, and high net‐worth individuals, the firm has become one of the premier consulting firms in the country.

About Monticello Associates
Monticello Associates is an independent, fee-only asset management consulting firm headquartered on historical Larimer Street in Denver. Founded in 1992, the firm assists endowments, foundations, and family offices in the areas of asset allocation, investment policy development, investment manager search and selection, and performance measurement. As of December 31, 2013, the firm provided investment-consulting services to 157 client relationships representing approximately $69 billion of assets under advisement.

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