What are some risks of loss faced by client portfolios?

April 20, 2022

While MONTAG seeks to diversify clients’ investment portfolios across various asset classes consistent with their Investment Objectives in an effort to reduce risk of loss, all investment portfolios are subject to risks.  Accordingly, there can be no assurance that client investment portfolios will be able to fully meet their investment objectives and goals, or that investment will not lose money.  Among the principal risks faced by client investment portfolios, each more fully-described in MONTAG’s ADV Part 2 Brochure, are the following:

  • Management Risks
  • Risks of Investments in Mutual Funds, ETFs and Other Investment Pools
  • Equity Market Risks
  • Fixed Income Risks
  • Foreign Securities Risks


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