Home » Who We Serve » Organizations

From Capital Preservation to Portfolio Growth

We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that match your organization’s needs. We work to develop personal relationships with your board and staff members, building an in-depth understanding of your organization and its long-term financial goals. Through this type of collaboration, MONTAG strives to be a consultative partner, serving as an immediate source of advice and fiscal information. Our goal is to partner with your organization to manage the assets so that they can benefit future generations.

Institutional Management

 

We’re committed to honoring the fiduciary obligation of your organization. Our investment professionals work closely with your board and staff to design portfolios that match your organization’s needs. We’ll help guide your organization with prudent investments and sound portfolio stewardship.

Read More

An individualized approach to discretionary management

exclusive portfolio manager

Dedicated Portfolio Management

tailor-made investment plans icon

Tailor-Made Investment Plans

dedicated support team icon

Experienced Support Team

commitment to long-term growth icon

Commitment to Long-Term Growth

Related Blogs

 

Bank Failure News of March 2023

Date: March 14, 2023 From: MONTAG Staff MONTAG staff worked through the weekend to determine possible fallout and client impact from the failure of Silicon Valley Bank (Ticker: SIVB). We want to share with clients and others what we consider … Read More

At MONTAG, we’ve been successfully investing for generations, helping our clients meet their goals. We’ll help you do the same.