Founded in 1945, Montag & Caldwell is an investment management firm based in Atlanta, Georgia. As an employee-owned entity, its primary business is managing investment portfolios, with a distinct focus on a long-term, disciplined, quality growth equity investment philosophy. The firm serves a diverse client base that includes institutional clients such as corporations, endowments, foundations, and public retirement systems, as well as high-net-worth individuals and families.

Founded in

United States