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Montgomery Assets

Proprietary Trading and Asset Management 

This website is not an offer to, or solicitation of, any potential clients or investors for the provision by Montgomery Assets of investment management, advisory or any other related services. No material listed on this website is or should be construed as investment advice, nor is anything on this website an offer to sell, or a solicitation of an offer to buy, any security or other instrument. Links from this website to third-party websites do not imply any endorsement by the third party of this website or of the  link; nor do they imply any endorsement by this firm of the third-party website or of the link. 
Copyright © 2016 All Rights Reserved Montgomery Assets, LLC

Our Businesses

             Proprietary Trading                                             Asset Management                                    Research and Education 

Montgomery's proprietary trading business seeks to generate maximum capital appreciation by using the firm's capital to provide liquidity in the global fixed income, equity index and commodity markets. 
Montgomery Assets focuses on providing tactical asset management solutions to qualified US and International investors. 
Montgomery Assets offers a range of research and education solutions to provide market participants with the resources they need to succeed. This includes hands-on training, market research and consulting. 
Global Presence

US Office

China Office

433 N. Camden Drive
6th Floor   Beverly Hills, CA 9210
+1 (424) 284-9208

​No. 199 Tianfu Ave, High-Tech Zone, Chengdu China. 610041
+86 132 3691 3980

The Founder
Jacob Wohl developed a passion for finance from a very young age. At 16, while attending high school, Wohl started his first venture into the world of professional trading by launching a hedge fund. Wohl received attention from around the world for being the youngest hedge fund manager of all time.

Currently, Jacob Wohl is the CEO and head of fixed income and interest rates at Montgomery Assets. Wohl is one of the two architects of Montgomery's Relative Premium Arbitrage strategy.  

CEO Jacob Wohl with President Trump

Featured On

Jacob Wohl on Fox Business

Montgomery Blog

At Montgomery Assets, we use an alternative thought process for looking at and analyzing the world in order to create better projections about future trends.  We execute a rigorous intellectual process in looking at the world, and we feel that this gives us a meaningful edge over other less focused market participants. 

Disclaimer:  Ther material on our blog represents the opinions of the writers, and nothing more. The material is not a solicitation for investment or advisory services, or any other products or services that we offer. Please do not contact Montgomery to discuss the content on our blog. 
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Montgomery Assets works exclusively with private accredited US and International investors. The strategies that we implement involve a serious degree of risk of loss and are not suitable every investor. If you are a qualified investor, feel free to contact us to receive more information about the services that we offer.