Wealth management begins here. We design and manage your portfolios guided by the core principle that capital preservation is essential. Many of our clients rely on their portfolios to maintain their lifestyles. We work closely with you to understand your needs and meet your investment objectives for sustainable support.
Successful wealth management builds your capital and enhances your financial security. We employ investment techniques for our clients designed to achieve annual portfolio growth, net of inflation and portfolio withdrawals. We understand the fiduciary obligation of foundation and endowment trustees to maintain capital preservation among generations.
Successful wealth management builds your capital and enhances your financial security. We employ investment techniques for our clients designed to achieve annual portfolio growth, net of inflation and portfolio withdrawals. We understand the fiduciary obligation of foundation and endowment trustees to maintain capital preservation among generations.
Services
Our portfolio managers collaborate as a team, sharing their best thinking to develop an optimal opportunity set for each client. Here, every single security in your portfolio is diligently selected in full light of your investment needs. At MONTAG, we make investment management about you. A strong relationship between client and portfolio manager is the linchpin of success.
Popular culture abounds with references to sophisticated, high-profile institutional investors managing millions of dollars in assets among crowded trading floors full of shouting traders.
The institutional investment world ranges from staid banks conservatively managing corporate pension fund assets, to Wall Street brokerage firms working for public pension funds (states and municipalities, teachers', police and fire funds, etc.) all the way to hedge funds of an endless array of flavors for institutional and accredited individual clients.
The institutional investment world ranges from staid banks conservatively managing corporate pension fund assets, to Wall Street brokerage firms working for public pension funds (states and municipalities, teachers', police and fire funds, etc.) all the way to hedge funds of an endless array of flavors for institutional and accredited individual clients.
At the beginning of a client relationship, MONTAG meets with the client, gathers information, and performs research and analysis as necessary to develop the client's Investment Objectives. The Investment Objectives will be updated from time to time when requested by the client, or when determined to be necessary or advisable by MONTAG based on updates to the client's financial or other circumstances.
Your Atlanta-centric history is apparent from your website; do you serve clients beyond Georgia and the southeast?. What do the letters "CFA" mean after many of your portfolio managers' names (and other designations)?. Please describe MONTAG's research process, methods of analysis, and investment strategies.
I am often asked about what is a good vehicle to get young professional children or grandchildren started towards saving and learning about investing. I have young professional children. In another of our "A Minute With MONTAG" series, we look at the phenomenon of negative real interest rates - not seen since the 1970's - and what this.
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