Allen Montgomery

Portfolio Manager

Allen has been actively managing individual client portfolios for over 25 years. Over this time, Allen has navigated clients' money through an extremely wide range of financial circumstances - the July 1990 crash after the Kuwaiti invasion, the 1997 Asian financial crisis, the 1998 Russian financial crisis, the 2000 dot-com bubble, 9/11, the bear market of 2002, the rising interest rate environment of 2004 - 2007, the Chinese stock bubble of 2007, the 2008 US market crash, the US financial and banking crisis, 2009 Dubai debt debacle, the 2010 European sovereign debt crisis, the 2010 flash crash, the 2011 global market sell-off and the 2015 Chinese market crash.

Office: (866) 596-9886
This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Logo

Copyright © Capstone Wealth Management | An SEC Registered Investment Advisor (RIA).
Advisory services offered through Capstone Wealth Management Corp.
For a copy of our most recent Form ADV, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call 866.596.9886.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
Powered by AdvisorFlex