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Transitions at MONTAG
By MONTAG on September 5, 20198Read moreBy MONTAG STAFF We learned this summer that Barbara MacInnes, our longtime friend and colleague, will be retiring from...
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MONTAG Named to 2019 FT 300 Top RIAs
By MONTAG on June 27, 2019Read moreA. Montag and Associates (d/b/a “MONTAG Wealth Management”) is pleased to announce it has once again been named to...
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Skyland Trail says “Thank You” for Holiday Giving
By MONTAG on April 25, 2019Read moreSkyland Trail, an Atlanta-based mental health treatment facility spread among 4 (soon to be 5) campuses, included a note…
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Jackie Montag in the “Donor Spotlight”
By MONTAG on December 7, 2018Read moreMONTAG’s own Client Relations Manager, Jackie Montag, is featured in the “Donor Spotlight” by The Howard School. The Atlanta,...
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MONTAG Named to 2017 FT 300 Top RIAs
By MONTAG on July 1, 2017Read moreA. Montag and Associates (d/b/a MONTAG) is pleased to announce it has been named to the Financial Times 300...
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MONTAG Named to 2016 FT 300 Top RIAs
By MONTAG on June 17, 2016Read moreA. Montag and Associates (d/b/a Montag) is pleased to announce it has been named to the Financial Times 300...
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MONTAG Named Top 50 RIA by Bloomberg
By MONTAG on January 11, 2016Read moreA. Montag and Associates (d/b/a MONTAG Wealth Management) is pleased to announce it was named by Bloomberg Markets Magazine...
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MONTAG: Branding for the Future
By MONTAG on August 15, 2014Read moreBack in 1945, when our grandfather Louis Montag founded Atlanta’s first investment advisory firm, Louis Montag Investment Counsel, he...
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New Portfolio Manager Adds Depth to the Team
By MONTAG on August 6, 2014Read moreWe are pleased to announce the recent arrival of Kent Shaw, CFA, as the newest member of our investment…
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