Montag & Caldwell

Investment Bank/Securities Brokerage - Atlanta, GA, US

Montag & Caldwell Details

Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis of individual securities. Using our proprietary, time-tested investment strategies, we work to help our clients reach their financial goals and build their financial legacy. The cornerstone of our success lies in the consistency of our process, philosophy, and people. MISSION To bring simplicity and a more efficient methodology to investment management, leading to greater transparency, investment returns & quality service for our clients. INVESTMENT SOLUTIONSWith a 75-year track record, Montag & Caldwell provides proprietary investment solutions for our clients. As a fiduciary, our priority always lies with the best interest of the client. We provide investment management solutions developed and managed by our team, in house, as opposed to other firms which may outsource all or part of their solutions. Our investment team is backed by a proven and fundamental research discipline that has been in place for over 35 years. While primarily known for managing equity securities, our firm's experience also includes fixed income and asset allocation strategies. With an emphasis on managing risk, our investment professionals provide a holistic, solutions-based approach to investment management and our clients benefit from our firm's expertise and success in serving sophisticated institutional investors as well as individuals and their families. While other investment advisors may be full-service generalists, we believe that specializing in investment management provides a better solution for clients who prefer working with specialists in each field, rather than a generalist who works in all areas of financial planning. PLEASE REVIEW OUR SOCIAL MEDIA DISCLAIMER: www.montag.com/social-media-disclosure/

Montag & Caldwell logo, Montag & Caldwell contact details
Website: montag.com
Employees: 20 - 49
HQ: 404-836-7100
Location: Atlanta, GA, US
Revenue: 10 - 20 Million
Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Montag & Caldwell Technologies
Email Providers

Outlook

Domain Name Services

Cloudflare DNS

CMS

Pagely

Hosted Forms

Gravity Forms

Hosting

Amazon AWS

Analytics and Tracking

Google Analytics

View All Technologies Used At Montag & Caldwell

Contacting Montag & Caldwell: Connect with Executives and Employees

Get in Touch with Montag & Caldwell Executives and Employees

Connecting with Montag & Caldwell's Executives and Workforce

Accessing Contact Information for Montag & Caldwell Executives

Connecting with Montag & Caldwell: Reach Out to Their Team

Discover How to Contact Montag & Caldwell Executives and Staff

Looking to connect with Montag & Caldwell executives or employees?

Seeking to Get in Touch with Montag & Caldwell Executives or Staff?

Want to Reach Out to Montag & Caldwell Executives or Team Members?

In Search of Contact Details for Montag & Caldwell Professionals?

Connecting with Montag & Caldwell: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z