Founded in 1982, MONTAG is an SEC-registered investment advisory firm based in Atlanta, Georgia. The firm emphasizes a long-term, conservative investment philosophy, focusing on disciplined portfolio management and comprehensive wealth planning. It operates as a fiduciary, committed to acting in the best interests of its clients, who include individuals, families, trusts, and foundations. The company's mission is to provide objective financial counsel and superior service to help clients achieve their financial goals across generations.

Founded in

United States