Events

INVESTMENT CLUB PRESENTATION (September 2018)

September 27, 2018

Speaker: Steve Whittington, CFA

Location: Atlanta, GA

MONTAG Business Development Director Steve Whittington, CFA, visited an Atlanta client’s monthly Investment Club meeting to make a presentation titled “Roboadvisors:  The trouble with algorithms“.

Our firm is committed to investor education, and we seek to be good corporate citizens of our Atlanta, Georgia community.  Do you have a group who would benefit from a presentation on an investment-related topic?  We welcome you to contact us to explore possibilities:  stevewhittington@montagwealth.com, or call (404) 522-5774.