Investment Strategies - Balanced
Mutual Funds
The Aston/Montag & Caldwell Balanced Mutual Fund was launched on November 2, 1994. The Fund offers Montag & Caldwell’s philosophy and investment process to the general public. Primarily marketed through institutional networks, the Aston/Montag & Caldwell Balanced Fund is utilized by investors as a way to access a daily valued product or our management services for accounts that are below our minimum individually managed account size of $25 million.
The Aston/Montag & Caldwell Mutual Funds offer investors the same large-cap, high quality growth investment process that has been applied to our individually managed accounts since 1972. The Growth Fund and the equity portion of the Balanced Fund are subject to the same decisions and portfolio investments delivered by Montag & Caldwell’s Investment Policy Group, which is chaired by Ron Canakaris.
