MONTAG’s own Client Relations Manager, Jackie Montag, is featured in the “Donor Spotlight” by The Howard School. The Atlanta, Georgia K-12 private school publishes “Insights”, a semi-annual magazine for alumni, students, families, donors, and other members of its community. In … Read More
A. Montag and Associates (d/b/a MONTAG) is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 22, 2017. The list recognizes top independent RIA firms from across the U.S. The … Read More
A. Montag and Associates (d/b/a Montag) is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S. This … Read More
A. Montag and Associates (d/b/a MONTAG Wealth Management) is pleased to announce it was named by Bloomberg Markets Magazine to its list of “Top 50 Registered Investment Advisers”. The list appeared in the magazine’s December, 2015 edition, which they called … Read More
Back in 1945, when our grandfather Louis Montag founded Atlanta’s first investment advisory firm, Louis Montag Investment Counsel, he was new to the field and the field was new in the South. That’s all changed. What hasn’t changed is the … Read More
We are pleased to announce the recent arrival of Kent Shaw, CFA, as the newest members of our investment management team. Kent brings a wealth of securities analysis and portfolio management experience to MONTAG, thus expanding our investment and client … Read More