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

Our Business Development Team, responsible for the firm’s online and social media presence, has launched “A Minute With MONTAG” – an ongoing campaign of informational social media posts. One of the aspects of our firm’s culture is to value brevity – … Read More

This year has been dominated by a few large headlines, but even with an election upon us, I think it is fair to say that 2020 has been ruled by the coronavirus, both in the United States and around the … Read More

Getting to the point, and being clear, matters when relaying information to clients. Sure, you want your portfolio manager to be able to explain their investments, market movement, and other “difficult math” when asked, but you have entrusted them with … Read More

MONTAG Viewpoints, Q3 2020

BY JOE FOLEY, CFA Investment advisors are charged with the task of integrating an understanding of the universe of investment choices with each client’s numerous objectives. Well understood “missions” include growth of the client’s capital base, generation of current income, … Read More