Montana State Legislature

Board of Investments

Board of Investments

Agency Leadership

Dan Villa, Executive Director

Agency Website

Agency Overview

The Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects.

Board of Investments Members

Required Reports to SAVA

  • Annual Retirement System Trust Investments Report - 17-6-230, MCA

Most Recent Legislative Audit Report

  • Financial-Compliance Audit: Montana Board of Investments (January 2023) - Full Report

Agency Budget Information

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