40
Years in business.
$2B+
in assets under management.
Why Montag?
Wealth preservation and growth
Direct access to investment professionals
Customized portfolios
Financial peace of mind
At MONTAG, we take the time to get to know you, learn your goals and aspirations, craft a customized investment strategy that fits your individual needs, and guide you through the future that you envision for yourself and your family.
MONTAG uses the term, “protect and grow” as a simple way to explain a complex philosophy. At MONTAG, our work is guided by core investment principles such as asset protection, income generation, and portfolio growth. These principles are unique to each client and can change over time. Our objective is to really understand your goals, your financial situation, and your risk tolerance over the course of your relationship with us. We can then execute an appropriate investment strategy using various asset allocations to bring all of these elements together. It is MONTAG’s mission to have a long-term relationship with our clients to help them meet their evolving goals for today and tomorrow.
Wealth Management Services
Private Wealth Management
Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a portfolio manager to craft custom investment solutions that meet your individual needs. For 40 years, our portfolio managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.
Institutional Management
We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that are focused on long-term growth. We’ll help guide your organization with prudent investments and sound portfolio stewardship.
Wealth Management Services
Private Wealth Management
Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a portfolio manager to craft custom investment solutions that meet your individual needs. For 40 years, our portfolio managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.
Institutional Management
We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that are focused on long-term growth. We’ll help guide your organization with prudent investments and sound portfolio stewardship.
“For more than 40 years, we have assisted individuals and families in meeting their investment objectives and needs by preserving and growing their financial assets, while carefully managing risk.”
— Ned Montag | Chief Executive Officer
Recognition
Wealth Management News & Analysis
Spring Cleaning: How Long Should I Keep Financial Documents?
By Jackson Keenan, CFP® Spring (and pollen) is in the air, and many of us will start our spring cleaning. The “urge to purge” might be strongest with our financial documents – taxes, statements, paid medical bills, etc. – but … Read More
Investment Management vs Portfolio Management
By Randy Loving, CFA Many people define investment risk as: How much of this money can I lose if things go wrong? But as one steps back and looks at the totality of investments – “portfolio” – risk can be … Read More
The Importance of Having a Diversified Portfolio
By Helen Donahue, CFA, Portfolio Manager In the investment world, a diversified portfolio is one of the central tenets for success, with asset allocation being one of the most important determinants of portfolio returns. While equities typically provide superior … Read More