Tech stack
No one at Montrusco Bolton Investments Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
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National Bank Trust
Per Form ADV · $2.9B held · filed Nov 2024
State Street
Per Form ADV · $1.4B held · filed Nov 2024
J.P. Morgan
Per Form ADV · $680M held · filed Nov 2024
RBC
Per Form ADV · $546M held · filed Nov 2024