The Fallin Montoya Group

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Investing


Our investing and wealth management offerings encompass every aspect of your financial world from traditional and alternative investments to comprehensive wealth planning solutions to meet all of your life’s goals.

Products and Services For Investing

Traditional investments

Providing access to a diverse array of high-quality traditional investment options – including equities, fixed income, mutual funds, UITs, ETFs, separately managed accounts, annuities, closed-end funds and multi-asset programs. 

More Articles of Interest

Municipal Bond Tax Exemption

It’s not how much you earn, but how much you keep. That adage explains the appeal of investing in tax-exempt municipal bonds.

Ready to start a conversation? Contact The Fallin Montoya Group today.

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