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What types of clients does MONTAG serve?
By Bill Lee on April 20, 20220Read moreMONTAG – one of Atlanta’s oldest names in investment management – serves individuals, families, trusts, estates, foundations and other...
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Your Atlanta-centric history is apparent from your website; do you serve clients beyond Georgia and the southeast?
By Bill Lee on April 20, 2022Read moreWe are indeed proud of our Atlanta heritage. However, MONTAG serves a client base located throughout the United States. ...
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What types of reports do MONTAG clients receive?
By Bill Lee on April 20, 2022Read moreMONTAG prepares and distributes custom quarterly reports detailing portfolio holdings, performance and selected market performance of benchmarks following the...
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Do you work with other professionals in your mutual service to clients?
By Bill Lee on April 20, 2022Read moreOnce appropriate Third Party Authorization has been granted by a client, MONTAG regularly works with clients’ CPA’s, estate attorneys,...
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What is a Limited Power of Attorney (LPOA)?
By Bill Lee on April 20, 2022Read moreFor discretionary accounts, a Limited Power of Attorney (“LPOA”) is executed by the client, giving MONTAG the authority to...
Posts tagged with ‘Client Service’
