People are often interested in learning more about MONTAG and the notion of “Balanced Portfolios”:    

VP of Sales Larry Mendel addresses the question “Am I getting a good deal?”:    

By MONTAG STAFF The new year brought one of our latest arrivals, Kayla Whitaker, who joins us from another local investment manager in the role of Portfolio Administrator.  Her responsibilities include account openings, transfers, and distributions.  Kayla brings our dedicated … Read More

By MONTAG STAFF Our staff has continued to grow, even during the COVID pandemic year that was 2020.  Early in the year, our colleague Christie Crouch came on board. She is a terrific reporting manager and team player.  Christie is … Read More

Senior Investment Strategist & Portfolio Manager Chris Guinther poses the question “Who is Advising You…”, and goes on to forcefully answer the question from the standpoint of MONTAG clients:  

The Business Development Team takes a crack at answering the question “Are you great at what you do?”    

We share some thoughts on PORTFOLIO MANAGEMENT, and welcome any feedback.    

VP of Sales Larry Mendel answers the question “Are You Paying Attention?”    

MONTAG Viewpoints, Q4 2020

On New Year’s Day, the traditional Southern spread consists of black-eyed peas and collard greens (symbols for wealth—coins and green folding money, respectively), ham or pork (for prosperity), and cornbread (for gold).  This recipe for Louisiana “Hoppin’ John” incorporates them … Read More