40
Years in business.
$2B+
in assets under management.
Why Montag?
Wealth preservation and growth
Direct access to investment professionals
Customized portfolios
Financial peace of mind
At MONTAG, we take the time to get to know you, learn your goals and aspirations, craft a customized investment strategy that fits your individual needs, and guide you through the future that you envision for yourself and your family.
MONTAG uses the term, “protect and grow” as a simple way to explain a complex philosophy. At MONTAG, our work is guided by core investment principles such as asset protection, income generation, and portfolio growth. These principles are unique to each client and can change over time. Our objective is to really understand your goals, your financial situation, and your risk tolerance over the course of your relationship with us. We can then execute an appropriate investment strategy using various asset allocations to bring all of these elements together. It is MONTAG’s mission to have a long-term relationship with our clients to help them meet their evolving goals for today and tomorrow.
Wealth Management Services
Private Wealth Management
Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a portfolio manager to craft custom investment solutions that meet your individual needs. For 40 years, our portfolio managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.
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 are focused on long-term growth. We’ll help guide your organization with prudent investments and sound portfolio stewardship.
Wealth Management Services
Private Wealth Management
Wealth management begins with wealth preservation. At MONTAG, you’ll work directly with a portfolio manager to craft custom investment solutions that meet your individual needs. For 40 years, our portfolio managers have researched the financial markets while advising clients about strategies to protect assets and grow their net worth for tomorrow.
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 are focused on long-term growth. We’ll help guide your organization with prudent investments and sound portfolio stewardship.
“For more than 40 years, we have assisted individuals and families in meeting their investment objectives and needs by preserving and growing their financial assets, while carefully managing risk.”
— Ned Montag | Chief Executive Officer
Recognition
Wealth Management News & Analysis
Q3 2024 Market Observations
by Chris Guinther, Senior Investment Strategist Through 9/30/24, returns for the various indices are as follows: U.S. economic momentum has remained strong through 9/30/24, supported by resilient consumer spending. There are few excesses in the cyclical sectors of the economy, … Read More
Tax Benefits of an Overfunded 529 Plan
By Jackson Keenan, CFP®, Director of Financial Planning Last month, I reviewed ways high-income earners can plan for education expenses. One of the preferred methods is a 529 Education Savings Plan. To recap, a 529 plan: Allows you to save … Read More
What Is the Difference Between Mutual Fund and Portfolio Management Services?
By Brendan Wagner, Portfolio Manager To begin, let’s start with some definitions: “Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a … Read More