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Montag Wealth Montag Wealth
  • 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
    • A Minute With MONTAG
  • Our People
    • Leadership
    • Investment Team
    • Business Development Team
    • Client Service Team
    • Community Involvement
  • 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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Montag Wealth

We are an Atlanta wealth management firm dedicated to protecting and growing your capital. Connect with one of our investment professionals.

Our Office
Georgia-Pacific Center
133 Peachtree Street NE
Suite 2500
Atlanta, Georgia 30303

404.522.5774
[email protected]

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