Our “A Minute With MONTAG” series introduces the final in our suite of six comparisons we call “Contrast MONTAG with a LARGE FINANCIAL INSTITUTION” – this one considers the roles of Research and Analysis:
TAKEAWAY: Independent, unconflicted research; Balanced and objective information.
At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes.
Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.
