FAQ

What types of clients does MONTAG serve?

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What types of accounts does MONTAG manage?

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

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

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

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

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

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How can I obtain a copy of your ADV?

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What are some risks of loss faced by client portfolios?

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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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What is a Limited Power of Attorney (LPOA)?

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

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What are your privacy policies?

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