What types of reports do MONTAG clients receive?
Clients receive monthly statements from their custodian, typically Schwab or Fidelity. In addition, MONTAG prepares and distributes its own quarterly report detailing portfolio holdings, performance, and selected market performance as of the recent quarter’s end. These reports are accompanied by the latest of MONTAG’s “Viewpoints”, our quarterly newsletter.
Additional custom reports may be prepared from time to time, as in preparation for a client meeting, for example.