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Montgomery Asset Management here, an independent affiliate of Montgomery Securities, is conducting a review of several undisclosed Bay Area agencies for its estimated $5 million ad account.
The investment organization, which manages mutual funds for individual and institutional investors, plans to select a new shop by June 1. Incumbent Katsin/Loeb, San Francisco, is not defending.
The review is being handled by Mary Stephenson of consulting firm Stephenson Communications, St. Helena, Calif. The client should have a list of final contenders by the end of this week, with “credential presentations” to take place in mid-May, according to Stephenson.
The selected agency will begin working on the account by mid-June, Stephenson said.
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