Montag & Caldwell

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Investment Commentary

    2Q25 Global Allocation Summary

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    Monthly Performance Summary August 8, 2025

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    Monthly Performance Summary June 9, 2025

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    4Q24 Global Allocation Summary

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    Monthly Performance Summary 12/6/2024

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    3Q24 Global Allocation Summary

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    Monthly Performance Summary 10/7/24

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    Monthly Performance Summary 9/3/24

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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