We bring the same care and commitment to organizations as we do to individuals and families. We’re honored to be a trusted partner organizations can rely on for thoughtful, tailored guidance and sound financial stewardship. Explore how we may assist your organization: https://lnkd.in/gYzVZWJs #MONTAG #AboutUs #InstitutionalManagement #FinancialPlanning #InvestmentManagement
关于我们
MONTAG has been a family-run wealth management business for over 40 years, serving individuals, families, and institutions in Atlanta and across the country. We know that every client and institution we serve has their own unique story and mission, one that deserves more than a conversation with an anonymous voice, conducted over a customer service line. For individuals and families, we take the time to get to know you — to learn how you have built your net worth and understand your investment philosophy and priorities. Above all, we listen to your financial goals, dreams, and fears. For institutions, we start with a clear understanding of the balance sheet obligations and income statement. This information is a key part of the research and analysis necessary to develop customized investment objectives, including risk tolerance and other investment criteria. From there, we structure institutional portfolios, like endowments, accordingly, taking into account risk and return dynamics as well as the fiduciary obligations of board and staff members. One of the main differences in working with MONTAG is that our clients have direct access to their Portfolio Managers, allowing them to build lifelong relationships with professionals who have years of front-line investing experience. We don’t rely on selling models or off-the-shelf investment products. We don’t try to fit our clients into a box. Together, we craft a personalized investment strategy in an effort to protect your assets and grow your wealth over generations. When your goals or life circumstances change along the way, your Portfolio Manager is only a phone call away to ensure your strategy evolves with your circumstances. Visit our website at www.montagwealthmanagement.com or contact our Client Services team today by calling 404.522.5774 / emailing [email protected] to get in touch.
- 网站
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https://montagwealthmanagement.com
MONTAG Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Atlanta，GA
- 类型
- 私人持股
- 创立
- 1982
- 领域
- Wealth Management、Investment Management、Financial Planning和Portfolio Management
地点
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主要
获取路线
200 Galleria Parkway
Suite 1450
US，GA，Atlanta，30339
MONTAG Wealth Management员工
动态
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What makes a great investment portfolio manager? Ned Montag and John Montag discuss important qualities to look for in portfolio managers, including open communication, a strong backbone, and ultimately chemistry. Want to hear more about their insights? Click on the link below: https://lnkd.in/ehPUTjwh #PortfolioManagement #PortfolioManager #WealthManagement
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Please join us in welcoming Rachel Seiber to the team as our new Human Resources and Administration Specialist! With over a decade of experience in the wealth management industry, Rachel will help ensure our team has the resources, structure, and support needed to thrive. We’re excited to have you on board, Rachel!
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The threat of fraud seems to be around every corner, and scammers are making their tactics harder to spot. From false urgency to the promise of guaranteed returns, Jane shares common red flags to look out for to stay vigilant and help protect your assets: https://lnkd.in/eA6YSvaq #InvestmentFraud #FinancialFraud #FraudPrevention #FINRA #SEC
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At MONTAG, we know great planning decisions come from diverse perspectives. With our team members holding an average of 20 years of industry experience, we value every strength and unique idea. We sharpen each other through collaboration and shared skills to find more ways to help you succeed. Learn more about the team that’s proud to serve you: https://lnkd.in/gNDtyJT7 #MONTAG #AboutUs #OurTeam #FinancialPlanning #InvestmentManagement
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The Magnificent 7 have driven a significant portion of recent market performance with gains heavily tech-focused. What’s behind this trend, and what should investors keep in mind?? Ned offers his insights: https://lnkd.in/egTyEshA #WealthManagement #InvestmentManagement #MarketUpdates
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We want to take a moment to recognize partners of the Atlanta CEO Council that provide financial services! Their generous contributions help us provide the best value to our CEOs. ? ?? Integgra Valuation & Advisory Services uses cutting edge technology to provide business valuation and financial advisory services to its clients. ?? MONTAG Wealth Management has been a family-run wealth management business for over 40 years, serving individuals, families, and institutions in Atlanta and across the country. ?? The Haydon Group of Raymond James provides financial services ranging from investing to financial planning for individuals, corporations, and municipalities. ? Need a point of contact at one of these firms? Feel free to reach out! Integgra Valuation & Advisory Services: Gregg Ficery MONTAG Wealth Management: Ned Montag | Larry Mendel | Olga Lee, CFA | Kent Shaw, CFA The Haydon Group of Raymond James: Trey Haydon | Tim Dorothy, CEPA?, AAMS? #CFO #CorporateFinance #MergersAndAcquisitions #Finance #FinancialPlanning
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For over 40 years, meaningful relationships have been the foundation of our success. Founder and first-generation owners Tony and Jackie Montag highlight the significance of creating strong connections with our team, colleagues, and clients. They are grateful for the trust and relationships that have shaped our journey. Discover their story and learn more about who we are! #WealthManagement #InvestmentManagement #FinancialPlanning #CoreValues
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Sign up to receive our newsletter today. https://lnkd.in/g5tPmEdv #MONTAG #WealthManagement #InvestmentManagement #FinancialPlanning
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With the rise of AI and algorithms in portfolio management, emphasizing the importance of the human touch in long-term financial success is particularly relevant. Read more about our approach and why relationship matters: https://lnkd.in/eRi-6imA #WealthManagement #InvestmentManagement #FinancialPlanning #CoreValues
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