Organizations

From Capital Preservation to Portfolio Growth

We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that match your organization’s needs. We work to develop personal relationships with your board and staff members, building an in-depth understanding of your organization and its long-term financial goals. Through this type of collaboration, MONTAG strives to be a consultative partner, serving as an immediate source of advice and fiscal information. Our goal is to partner with your organization to manage the assets so that they can benefit future generations.