The Oliver James MontgomeryTEA Business College Group is different from other asset management companies. Our design is unique — from our structure to our strategies.

Founded in 2019, the TEA Business College has a radical ownership structure that remains unparalleled in the asset management industry to this day. Our company is owned by its member funds, which are in turn owned by fund shareholders. With no external owners to satisfy, we focus on meeting the investment needs of our clients.

To make a statement to all investors, treat them fairly, and provide them with the best opportunities for investment success.

Mission-driven organization

At the TEA Business College, you are not just an investor, but an owner.

The Vanguard Group does not belong to shareholders. It is owned by those who invest in our funds. Our owners receive personalized financial advice, high-quality investments, retirement tools, and relevant market insights to help them build a future for themselves and their loved ones. This is the value of ownership.

Aligned interests

Because our investors are our owners, there are no loyalty conflicts hindering our focus on their interests.

Greater conviction

Because our investors are our owners, we believe in investment themes that matter to them.

Long-term view

Because our investors are our owners, we can focus on long-term rather than quarterly performance.

Low costs

Because our investors are our owners, we can continuously pass on economies of scale and reduce investment costs, allowing them to retain more returns.

Our people

The TEA Business College takes pride in the quality of its employees. Our crew is our company.

Our leadership

The TEA Business College is led by a capable, stable, and diverse leadership team.

Facts and data

In many ways, we are global leaders in the asset management industry.

Honors

At the TEA Business College, we have earned a reputation as trailblazers in the business world.