Family Owned. People Focused.

Investing For Generations.

40

Years in business.

$2B+

in assets under management.

Why Montag?

wealth preservation & growth icon

Wealth preservation and growth
 

exclusive portfolio manager icon

Direct access to investment professionals

customized portfolios icon

Customized portfolios

financial peace of mind icon

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

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

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

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

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

Ned Montag

Recognition

Recent Blogs

 

Secure Act 2.0
Announcements | Blog | In The News
Highlights of the SECURE Act 2.0

by Jackson Keenan, CFP® – MONTAG’s Director of Financial Planning The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019 and brought many changes impacting retirement planning. On December 23, 2022, the U.S. House of … Read More

May 23, 2023
generational wealth
Blog
Generational Wealth: When to Engage Your Children

By Larry Mendel, Vice President of Sales   Here at MONTAG, we have been asked many times by wealthy clients about how and when they should begin to advise their children about their family and generational wealth.     These clients … Read More

May 16, 2023

At MONTAG, we’ve been successfully investing for generations, helping our clients meet their goals. We’ll help you do the same.