Tell me about ‘Discretionary Powers’ MONTAG uses in managing client assets

October 30, 2019

MONTAG manages portfolios on a discretionary basis, meaning that after a statement of Investment Objectives is developed for the client’s portfolio, MONTAG will execute the Investment Objectives without specific consent from the client for each transaction.  Individual buy/sell decisions are made and implemented by MONTAG at its own ‘discretion’.

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