At MONTAG we apply our experience and best judgment to preserve and grow your capital. Your goals – present and future – anchor every investment decision we make.
Individualized Portfolios
Our portfolio managers collaborate as a team, sharing their best thinking to develop an optimal opportunity set for each client. Here, every single security in your portfolio is diligently selected in full light of your investment needs. At MONTAG, we make investment management about you.
Investment Manager-Client Relationship
A strong relationship between client and portfolio manager is the linchpin of success. We employ no third-party investment management professionals. Here, you have direct and continuous access to the people who make investment decisions on your behalf.
Solutions-Based Focus
Every client comes to us with specific needs, requirements and expectations when it comes to investment management. We balance your objectives for asset preservation and growth with your income needs and tolerance for risk.
FEE–BASED SERVICES
Our fee-for-services compensation structure is transparent and straightforward. It eliminates the conflicts of interest inherent in transaction-driven commissions and the sale of investment products.
The nucleus of our investment management process is the close working relationship between portfolio manager and client.”
– Ned Montag, Chief Executive Officer
Get in touch