May 23, 2013 12:37 AM ET

Capital Markets

Company Overview of A. Montag & Associates, Inc.

Company Overview

A. Montag & Associates, Inc. is an employee owned investment manager. The firm also provides insurance consulting and financial planning services to its clients. It primarily provides its services to high net worth individuals and families. The firm also caters to individuals, pension and profit sharing plans, endowments, and foundations. It manages separate client-focused balanced portfolios. The firm invests in the public equity and fixed income markets across the globe. It also invests in mutual funds to create its portfolios. The firm invests in GARP stocks with emphasis on large-cap companies with market capitalization over $1 billion. For its fixed income securities, the firm primarily...

Detailed Description

Suite 2500

Georgia-Pacific Center

133 Peachtree Street

Atlanta, GA 30303

United States

Founded in 1982

Phone:

404-522-5774

Fax:

404-525-3287

www.amontag.com

Key Executives for A. Montag & Associates, Inc.

Chief Executive Officer
President
Fixed Income Manager
Director of Operations
Founder and Treasurer
Compensation as of Fiscal Year 2012.

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