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

  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

  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