Montag & Caldwell

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Featured

    2Q25 Global Allocation Summary

    Investment Commentary

    Monthly Performance Summary August 8, 2025

    Featured

    2Q25 Quarterly Market Commentary

    Featured

    Advocacy Wealth Management and Montag and Caldwell Join Forces

    Company News

    Pre-conditions remain for a pull back

    Featured

    Monthly Performance Summary 6/4/24

    Featured

    Market Highlights 6/3/24

    Featured

    1Q24 Quarterly Market Commentary

    Market Update

    Market Highlights 3/25/24

    Market Update

    Emphasize Quality to Reduce Risk

    Featured

Welcome to Montag

  • About Us
    • Social Media Disclosure
      • Form CRS/Policies/Transparency in Coverage Rule
  • Firm Overview
  • Our People

Principal Spotlight

  • Strategies
    • Overview
    • Large Cap Growth
    • Mid Cap Growth
    • Thematic Growth
    • Balanced Growth
    • Global Tactical Allocation Model (GTAM)
  • Commentaries
  • Private Client Group
  • People
  • About
    • Firm Overview
    • Firm Philosophy
    • Firm History
    • Advocacy Wealth
    • Form CRS/Policies/Transparency in Coverage Rule
    • Social Media Disclosure
  • Contact Us

Phone (404) 836-7100[email protected]
3455 Peachtree Road, NESuite 1500Atlanta, Georgia 30326-4202