by Olga Lee, MONTAG Portfolio Manager   At MONTAG Wealth Management, an investment policy statement is the foundation for a portfolio manager to construct a customized portfolio. To begin an engagement, MONTAG Portfolio Managers have in-depth conversations to identify the … Read More

by: John Montag, President & Chief Investment Officer   When I joined the firm back in 1995, cash provided a 5% yield. Think about that for one moment: if you did nothing except let cash sit in your portfolio, you … Read More

by Ned Montag, CEO   The year 2022 was extremely difficult for investors, and all the major stock and bond market averages posted double-digit price declines.  In the case of stocks, almost all the name-brand averages were down about 20%.  … Read More