FAQ

What types of clients does MONTAG serve?

Read more

Your Atlanta-centric history is apparent from your website; do you serve clients beyond Georgia and the southeast?

Read more

What types of reports do MONTAG clients receive?

Read more

What is a Limited Power of Attorney (LPOA)?

Read more

Do you work with other professionals in your mutual service to clients?

Read more

What are your privacy policies?

Read more

How can I obtain a copy of your ADV?

Read more

In what types of securities does MONTAG invest for its clients?

Read more

Tell me about ‘Discretionary Powers’ MONTAG uses in managing client assets

Read more

What do the letters “CFA®” mean after many of your portfolio managers’ names (and other designations)?

Read more

Does MONTAG sell investment “products” of any kind?

Read more

Does MONTAG vote proxies related to securities held in client accounts?

Read more

Please describe MONTAG’s research process, methods of analysis, and investment strategies.

Read more

What are some risks of loss faced by client portfolios?

Read more

What fees does MONTAG charge for portfolio management? Do you have an annual minimum fee?

Read more

How are fees charged to client accounts?

Read more

How long are clients contractually obligated to MONTAG?

Read more

Do you custody client assets? What custodial options are available for client assets?

Read more

What types of accounts does MONTAG manage?

Read more