Our Approach
At MONTAG, we do things differently. We are a multi-generational, family-run business founded in 1982, and believe that our clients are best served by treating them as part of our family. We take the time to get to know you—to learn how you have built your net worth and understand your investment philosophy and priorities. Above all, we listen to your financial goals and dreams (and of course, your fears as well). We know that every client has their own unique story—a story that deserves much more than a brief conversation with an unfamiliar anonymous voice, conducted over a customer service line.
That’s why we believe in giving our clients direct access to their portfolio managers. You’ll build relationships with real people—professionals with years of hands-on investing experience. We’ll work together to craft a personalized investment strategy that will put you in the best position to protect and grow your assets over time. Once this strategy is in place, your portfolio manager is only a phone call away. When your priorities change or you have questions, you’ll know who to call. MONTAG is here to give you the support you need, when you need it, while keeping your financial security at the forefront of every decision.
Client-Focused, Fee Based
MONTAG operates under the fiduciary standard, which means that we are organized to put our clients’ interests ahead of our own. Our fees are simple, calculated as a percentage of assets under management. All fees are tabulated on an invoice and shared with our clients each quarter. We are paid directly by our clients for the services and continual counseling we provide, rather than charging transaction-driven commissions or product fees.
One of the main differences in working with MONTAG is that you speak with and have direct access to the people who are managing your portfolio. There are no prepackaged products; every strategy is designed specifically to reflect your investment objectives that were designed to help meet your unique goals. And when your goals or life circumstances change, you speak directly with your portfolio manager to ensure your strategy evolves with your circumstances.
Our History
MONTAG began 40 years ago as a family-run wealth management business. We are anchored in long-term relationships—the kind that are formed by giving our clients the personal attention they deserve. We believe in meetings that start and end with handshakes. We value conversations about performances of all sorts, from portfolios to kids’ school plays. Our conversations lead to personalized investment advice and strategies that fit your specific circumstances.
The MONTAG Timeline
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Our People
John Montag | President, CIO & Portfolio Manager
We’re invested in your future.
The MONTAG team, from our executive leadership to our portfolio managers, are career professionals who bring decades of wealth management expertise and experience. Together we develop individualized, optimal strategies for each and every one of our unique clients.
Our Community Involvement
Learn about MONTAG’s commitment to the community.