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Montana Board of Investments

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The Montana Board of Investment provides prudent investment management of state and local government funds; works with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy and assist new and expanding Montana businesses; and lends low-interest funds to eligible governments for a variety of projects.
Board
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About the Board of Investments
Meetings
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Montana Board of Investment Meetings Information
Policies
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Board of Investments Policies
STIP
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Montana Board of Investments Short Term Investment Program (STIP)
Investments
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Montana Board of Investments Investments Program
Pension Returns
INTERCAP
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Montana Board of Investments INTERCAP Loan Program
Loan Programs
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Montana Board of Investments Loan Programs
Annual Report & Audits
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Montana Board of Investments Annual Reports and Audits

BOI Board Room

Investment Policy Statements

Retirement Plans Policy	State Fund Insurance Separately Managed Investments Policy
Trust Funds Investment Pool	STIP Account Descriptions
	Coal Severance Tax Trust Fund

Other Investment Policy Statements

Defined Contribution Disability

MONTANA BOARD OF INVESTMENTS | MONTANA DEPARTMENT OF COMMERCE
2401 COLONIAL DR, 3RD FLOOR | PO BOX 200126 | HELENA, MT 59620-0126 | P: 406.444.0001 | F: 406.449.6579 | TDD: 406.841.2702

QUICK LINKS

RESOURCES

CONTACT BOI

Dan Villa
Executive Director
dvilla@mt.gov

Lindsay Ford
Executive Assistant | Board Secretary
lford@mt.gov

Sue Tinsley
Office Manager
sue.tinsley@mt.gov

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