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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.

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An individualized approach to discretionary management

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Dedicated Portfolio Management

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Tailor-Made Investment Plans

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Experienced Support Team

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Commitment to Long-Term Growth

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