Welcome to the Board of Investments Website
In addition to our investment responsibilities, one of the main goals of the Board is to provide creative solutions to financial issues facing new and expanding businesses in the state of Montana. To accomplish this goal, the Board administers a number of different loan programs that can be specifically tailored to meet an individual businesss or local governments needs.
Montana Board of Investments Annual Report
The Montana Board of Investments Fiscal Year 2007 Annual Report was posted to this website for public access on December 26, 2007. It is also available in print by request. For additional information, please contact Kim Dallas at 406-444-0002 or by email at kdallas@mt.gov.
Joint Issues Committee
The Joint Issues Committee consists of two representatives from the Board of Investments, Teachers' Retirement Board, and the Public Employees' Retirement Board. The purpose of this committee is to meet at least annually to coordinate and understand the needs and challenges of each board. This committee will be the conduit for working together, sharing information, and processing ideas. Please click here for meeting information and the website.
This web site has been designed to provide easy access to pertinent information about the various loan programs, application forms that can be downloaded and filed either electronically or by regular mail, names and telephone numbers of individuals to contact for additional information, and information about regular meetings of the Board.

