Our Blog
Tips for Running a Family Business in 2024
Ned Montag: MONTAG has been a family business for a long time. Since the founding, my dad has worked for his father since 1960. Then, he hired John and I in the mid-90s and founded this business in 1982. … Read More
Qualities to Look for in a Portfolio Manager in 2024
Ned Montag: Over the years we have come to recognize there are several things that people are looking for when they look for a portfolio manager or investment manager. There are probably three, four, or five qualities in that … Read More
Q1 2024 Stock Market Observations
by Chris Guinther, Senior Investment Strategist Through 3/31/24, returns for the various indices are as follows: Good news, inflation slowed through the first quarter of 2024, and with that, the Federal Reserve shouldn’t need to keep raising interest rates. In … Read More
Viewpoints Newsletter
MONTAG Wealth Viewpoints – First Quarter, 2024
MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q1 2024 Newsletter Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More
MONTAG Wealth Viewpoints – Fourth Quarter, 2023
MONTAG Wealth Management’s Viewpoints newsletter includes our firm’s take on the last quarter’s markets, trends, current events, and more. Enjoy! MONTAG Viewpoints Q4 2023 FINAL Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for … Read More
MONTAG Wealth Management Viewpoints – Third Quarter, 2023
Our firm’s latest take on markets, investing, current events, and more. Enjoy! MONTAG Viewpoints, Q3 2023 Author MONTAG At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients … Read More
MONTAG in the News
Discover the MONTAG Difference | Atlanta Wealth Management
Hear from several members of the firm’s leadership and Portfolio Managers as they discuss the ways MONTAG Atlanta wealth management does business “old school” — prioritizing relationships and building customized investment portfolios.
Welcome to MONTAG
Hear a special welcome message from MONTAG CEO Ned Montag, and CIO, President, and Portfolio Manager John Montag.
Transitioning Leadership In A Family Business
What began as a husband-and-wife team grew larger over the first 15 years. Tony and Jackie Montag began to realize they could use more help, on the investment side, marketing initiatives, and general day-to-day management. It was around that … Read More
Frequently Asked Questions
From the types of clients we serve to the certifications we hold, get answers to your frequently asked questions about MONTAG.