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MONFORT INVESTMENT HOLDINGS, LLLP
MONFORT INVESTMENT HOLDINGS, LLLP
Led by an experienced team of professionals, MONFORT INVESTMENT HOLDINGS, LLLP has simple goals: to preserve and enhance our clients’ wealth over time. As a boutique trust company, Liberty Trust Holdings offers broad expertise in investment management, wealth planning, and trust services to individuals, families, and foundations. We are problem solvers, working on your behalf to help manage the complexity of your financial situation. Our objective is to deliver clear, practical solutions to you, often across multiple generations.
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Services
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MONFORT INVESTMENT HOLDINGS, LLLP
Wealth Management
Whether we are helping you with cash flow planning, looking at longer term retirement projections or undertaking a comprehensive planning exercise (which we call ClearSight), we do so based solely on your needs. As a trusted company, the MONFORT INVESTMENT HOLDINGS team works closely with attorneys, accountants, and other trustees to coordinate and manage investment objectives, tax-efficient gifting, family governance, and generational wealth transfer. Rarely do clients need all these services simultaneously, however we stand by until the time comes to help you with any financial and fiduciary issues.
Investment Management
Depending on your individual or family situation, asset allocation objectives, portfolio size, and desired level of risk, we, at MONFORT INVESTMENT HOLDINGS, design portfolios using a variety of investment instruments to achieve your investment objectives. Where one client may be more comfortable with individual stocks and bonds, another client may desire a hybrid blend of active equity managers and passive index funds. We have access to a comprehensive suite of services and capabilities. With our global investment research, institutional portfolio construction, and due diligence teams able to evaluate and select the highest-quality public and private asset managers that we in turn can access for our client portfolios.
Trust Services
MONFORT INVESTMENT HOLDINGS LLLP is a State of Maine chartered trust Company that has been granted powers that enable us to coordinate the investment, tax, and legal issues associated with trust instruments. For example, serving as corporate trustee or co-trustee, we are uniquely positioned to act over multiple generations – giving you the confidence that your assets will be managed and maintained according to your direction for years to come. As Corporate Trustee or Successor Trustee, we have the authority to acquire or sell trust property, make loans to beneficiaries from a trust, or oversee real estate, a privately held business or an enterprise held in trust.
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MONFORT INVESTMENT HOLDINGS, LLLP
Loan Service
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Saul Goodman
Ceo & Founder
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Sara Wilsson
Designer
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Jena Karlis
Store Owner
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Matt Brandon
Freelancer
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John Larson
Entrepreneur
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Team
Our Hardworking Team
MONFORT INVESTMENT HOLDINGS, LLLP
Virginia M. Rabun
Chief Executive Officer (CEO)
Jorge Edgardo
Vice President (VP)
Gossett Hunter
Sales Director
Alicia Amezquita
Risk Management
Gena William
Chief Financial Officer (CFO)
Jim Cooper
Lending Director
Alex Whisky
Trading Account Manager
Michael Miller
Director of Credit PortfolioPricing
Check our Pricing
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Free
$0 / month
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Business
$19 / month
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Developer
$29 / month
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Ultimate
$49 / month
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F.A.Q
Frequently Asked Questions
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Contact
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MONFORT INVESTMENT HOLDINGS, LLLP
Our Address
191 Peachtree St NE #4105, Atlanta, GA 30303
Email Us
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+1-470-237-9676