What types of reports do MONTAG clients receive?

April 20, 2022

MONTAG prepares and distributes custom quarterly reports detailing portfolio holdings, performance and selected market performance of benchmarks following the end of each quarter.  Clients also receive monthly statements from their custodian, typically Schwab or Fidelity.  Additional custom reports may be prepared prior to client meetings, or at the request of a client.  In addition to these written reports, for MONTAG clients, their portfolio manager is always just a phone call away. 

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