Montag & Caldwell has long sought to provide superior investment returns and the highest quality service to our clients. As investment advisors, our mission has been and continues to be:

  • To provide excellent client service and to retain every client of Montag & Caldwell that we can serve beneficially
  • To maintain high standards of ethics in all our relationships and to comply fully with all applicable laws and regulations
  • To add value through our strong commitment to producing superior investment results for our clients
  • To be a forward-looking, productive firm that plans, executes and manages its affairs effectively
  • To provide a working environment that maximizes employee satisfaction, offers career security and growing opportunities, enhances the productivity of the firm in total and enables our staff to reach their personal goals
  • To grow our business in a rational and controlled manner