Investment Management
In order to compete in the money management arena, Montgomery Investment Management Inc. was founded in 1989 with the objective of growth of real value of assets under management over long periods of time. The minimum portfolio necessary to open a Montgomery account is $300,000.
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Retirement
We provide self-directed retirement plans through Delaware Charter, who serves as plan trustee. Available plans include: IRA's Roth IRA's, SEP IRA's SIMPLE IRA's 403(b)(7), Individual 401K's, as well as Pension and Profit Sharing Accounts.
General information for these retirement plans, including contribution limits and eligibility requirements, can be viewed by clicking here.
Our IRA application forms can be viewed and downloaded as pdf format: IRAapplication.pdf
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Trading
Through our on-site trading department, we can effect transactions for clients in stocks, mutual funds, brokered CD's, and government, municipal, and corporate bonds. With our state of the art trade routing system, we can ensure clients get the best possible execution in their securities transactions. Koonce Securities makes a market in many small and medium sized companies.
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Stock Options and Restricted Sales
Koonce Securities can handle employee stock option exercise and sales, as well as corporate officers' 144 transactions and unregistered stock sales.
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Estate Services
Koonce Securities' unique full service and self-clearing status makes it the ideal place to manage the many difficult details of estate securities liquidations.
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Investment Banking
Through the years, Koonce Securities has participated in the selling group of numerous initial and secondary offerings as well as helped in the capacity of acting as placement agents.
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Corporate Buybacks and Market Making
Koonce Securities' position as a Nasdaq market maker make it an effective brokerage house to execute company buybacks under Nasdaq rule 11b-18.
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