Our Private Bank services are available to
- individuals and companies with either a net worth in excess of $1,000,000 and;
- Requires account holder have a credit score greater than 680 or a positive Dun & Bradstreet Report; or who establish a deposit relationship with the Bank of Montana in excess of $500,000.
- These individuals and companies must have permanent ties to Montana, typically in the form of a Montana company, corporate facilities in Montana, or be an individual residing in Montana or an individual owning property in Montana.
These criteria may vary and are subject to discussion with the Bank of Montana Private Bank and enrollment is subject to CEO approval.
We’re here to take care of you, so you can enjoy what you’ve earned. Come enjoy a level of service and access unavailable elsewhere in Montana. If you’d like to learn more about the Bank of Montana’s Private Bank, feel free to call CEO and Founder of the Bank of Montana, Thomas R. Swenson. He can be reached directly at 406.829.7390 or on his cell phone, 406.370.5026. We look forward to hearing from you.