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Welcome to the Board of Investments Website 

We hope you find this site comprehensive and easy to use. 

You will find here detailed data on the Board’s investment holdings, performance, polices, board meetings and much more. You can also directly access forms and applications to many of our commercial and municipal loan programs

We welcome your feedback!

The Board's Three Missions and its Short Term Investment Pool (STIP)

Unified Investments Program - By law, the Board administers this program required by the Montana Constitution. With very few exceptions, all state money is invested by the Board.

In-State Loan Programs - As a component of the State’s over-all economic development efforts, the Board administers various loan and infrastructure programs for new and expanding businesses.

Municipal Finance Programs - The INTERCAP program provides low-cost loan funds for a wide variety of needs to Montana local governments.

STIP - The Board's Short Term Investment Pool is essentially a money market fund available to state and local governments to serve their short term cash flow and deposit needs.

Montana Board of Investments Annual Report

The Montana Board of Investments Fiscal Year 2013 Annual Report was posted to this website for public access on December 23, 2013.  It is also available in print by request.  For additional information, please contact the Montana Board of Investments at 406-444-0001.

Feedback or suggestions about our website are welcome and can be directed to:

Dana Chapman
Phone: (406) 444-0002