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About You
INDIVIDUALS AND FAMILIES
FOUNDATIONS AND ENDOWMENTS
ABOUT US
OUR APPROACH
OUR HISTORY
Private Wealth Management
Portfolio Management
FAQ
Form CRS
Resources
Blog
Viewpoints Newsletter
MONTAG in the News
Events
Our People
Leadership
Investment Team
Business Development Team
Client Service Team
Contact
FAQ
What types of clients does MONTAG serve?
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Your Atlanta-centric history is apparent from your website; do you serve clients beyond Georgia and the southeast?
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What types of reports do MONTAG clients receive?
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What is a Limited Power of Attorney (LPOA)?
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Do you work with other professionals in your mutual service to clients?
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What are your privacy policies?
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How can I obtain a copy of your ADV?
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In what types of securities does MONTAG invest for its clients?
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Tell me about ‘Discretionary Powers’ MONTAG uses in managing client assets
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What do the letters “CFA®” mean after many of your portfolio managers’ names (and other designations)?
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Does MONTAG sell investment “products” of any kind?
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Does MONTAG vote proxies related to securities held in client accounts?
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Please describe MONTAG’s research process, methods of analysis, and investment strategies.
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What are some risks of loss faced by client portfolios?
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What fees does MONTAG charge for portfolio management? Do you have an annual minimum fee?
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How are fees charged to client accounts?
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How long are clients contractually obligated to MONTAG?
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Do you custody client assets? What custodial options are available for client assets?
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What types of accounts does MONTAG manage?
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