Do you custody client assets? What custodial options are available for client assets?

April 20, 2022

MONTAG does not at any time have physical possession of clients’ cash, securities, or other assets.  Schwab and Fidelity are the custodians of nearly all client accounts at MONTAG.  From time to time however, clients may select an alternate broker to hold accounts in custody.  It is the custodian’s responsibility to provide clients with confirmations of trading activity, tax forms and at least quarterly statements.

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