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MONTAG Named Top 50 RIA by Bloomberg

A. Montag and Associates (d/b/a MONTAG Wealth Management) is pleased to announce it was named by Bloomberg Markets Magazine to its list of “Top 50 Registered Investment Advisers”.  The list appeared in the magazine’s December, 2015 edition, which they called … Read More

The Election and Investment Markets

BY MONTAG   The 2016 presidential race begins today. As we put mid-term elections in the rearview, we move quickly on to the new legislative landscape with all eyes on 2016. What can we expect for these next two years? … Read More

MONTAG: Branding for the Future

Back in 1945, when our grandfather Louis Montag founded Atlanta’s first investment advisory firm, Louis Montag Investment Counsel, he was new to the field and the field was new in the South. That’s all changed. What hasn’t changed is the … Read More

New Portfolio Manager Adds Depth to the Team

We are pleased to announce the recent arrival of  Kent Shaw, CFA, as the newest members of our investment management team.  Kent brings a wealth of securities analysis and portfolio management experience to MONTAG, thus expanding our investment and client … Read More

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