A. Montag & Associates was established by Anthony Montag in 1982. It focuses on meeting the investment needs of wealthy individuals, families, endowments and foundations. Presently the firm manages nearly $835 million for 190 clients. In addition to a large number of clients in Georgia, the firm has clients in approximately 20 other states and two countries.

The firm has a staff of 19, nine of whom manage money full time, with nearly 200 years of combined experience. Our firm's origins began when Tony Montag joined his father's investment firm after graduate school in 1960. That firm was the first investment counseling firm in the south at the time. A. Montag & Associates was incorporated in 1982, as a separate company.

A. Montag & Associates' focus is on creating and managing investment portfolios to meet the specific needs of our clients. We are an independent Registered Investment Advisor compensated on a fee-only basis. Personalized reports are provided quarterly; and we meet with clients regularly, normally twice a year.

Once investment objectives are established with a client, we select equities and bonds based on the client's needs, tolerance for risk, and current holdings. As managers, we seek superior long term investment performance within the framework of each client's preference for appreciation, income, liquidity and structure.

The people at A. Montag & Associates are accessible and available to clients. Serving our clients' needs is a primary objective. While our performance is first class, we pride ourselves equally on top quality service.