Website Disclosure


The views provided on this website are intended to provide the investor with an introduction to A. Montag & Associates, Inc. (“MONTAG”) and its investment strategies. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services by MONTAG in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax or other advice, nor should be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. A copy of MONTAG’s current written disclosure statement discussing MONTAG’s business operations, services, and fees is available from MONTAG upon request or by visiting

These analyses have been produced using data provided by the investment managers, third parties, and public sources. While the information is believed to be reliable, its accuracy cannot be guaranteed. Unless stated otherwise, any estimates, projections (including performance and risk), or predictions (including in tabular form) given in this presentation are intended to be forward-looking statements. Although MONTAG believes that the expectations in such forward-looking statements are reasonable, it can give no assurance that any forward-looking statements will prove to be correct. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected.


When you access certain hyperlinks on this website, you may leave this website and view content that is not provided by MONTAG. MONTAG does not make any representations or warranties as to the accuracy, completeness or relevance of any information prepared by any unaffiliated third party provider, whether linked to MONTAG’s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


Click HERE to access MONTAG’s latest Form CRS, also available on the ABOUT US tab on the main navigation bar above.



    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.