# Roger Montgomery

- **Website:** <https://montinvest.com>
- **Primary alias:** `montinvest.com`
- **Founded:** 2010
- **Employees:** 11+
- **Location:** Sydney, New South Wales, Australia
- **Company kind:** PRIVATELY HELD

## Description

Roger Montgomery is a renowned brand that offers a wide range of investment products and services. As a partnership with Aura Funds Management, Montgomery provides Australian investors with the opportunity to access the Aura High Yield SME Fund, which has been recognized as one of the top-performing Asia-Pacific-Based Credit Strategies. Additionally, they offer the Aura Core Income Fund, specifically designed for retail investors. Led by Portfolio Manager Brett Craig, Montgomery aims to bridge the market gap left by banks in providing funding to small and medium-sized enterprises (SMEs). By carefully analyzing and assessing risks, Montgomery offers attractive income opportunities through a diversified portfolio of loans to SMEs in Australia. The Aura High Yield SME Fund focuses on generating monthly income with target returns of 9%-12% per annum, while the Aura Core Income Fund aims to preserve capital and provide stable monthly income. With a track record of successful investments and no loss of capital, Montgomery's credit income funds invest in senior loan debt securities, director guaranteed SME loans, and loans to Alternative Finance lenders. Their investment approach prioritizes due diligence and careful selection to reduce risks and achieve favorable income yields. To learn more about Montgomery's partnership with Aura Group and their investment strategies, visit their website.

## Industries

- 💰 Investing _(under Finance)_
- 💰 Finance

## Links

- [youtube](https://youtube.com/user/RogerJMontgomery)
- [twitter](https://twitter.com/rjmontgomery)
- [linkedin](https://linkedin.com/company/montgomery-investment-management-pty-ltd)
- [facebook](https://facebook.com/montgomeryroger)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id3Py66Dd8/w/101/h/100/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1782075400379)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id3Py66Dd8/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1782075400484)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Alizarin Crimson | #ec1d24 | accent |
| Black | #000000 | dark |
| Porsche | #e7a75c | light |

## Fonts

- EB Garamond — asset _(google)_
- Open Sans — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id3Py66Dd8/w/1500/h/500/id4EZpoiEU.jpeg?c=1bxid64Mup7aczewSAYMX&t=1782075400655)

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_Source: <https://brandfetch.com/montinvest.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._