Montag & Caldwell
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Overview
10 - 49
Employees
1945
Year Founded
ABOUT MONTAG & CALDWELL
Proprietary & Time-Tested Investment Strategies.
Established in 1945, Montag & Caldwell is a registered investment advisory firm with the SEC that aims to deliver investment returns through skilled and disciplined fundamental analysis of individual securities. By employing our unique, proven investment strategies, we strive to assist our clients in achieving their financial objectives and creating their financial legacy. The foundation of our success is rooted in the reliability of our processes, philosophy, and team.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
1945
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
About the Team
OUR STORY
Montag & Caldwell offer insightful economic and market analyses, focusing on current geopolitical events like the Iran conflict and their potential impact on the U.S. economy and markets. They highlight the resilience of the U.S. economy, shaped by reduced oil dependence thanks to domestic production and shifts in consumption, despite vulnerabilities to global oil price fluctuations. Their market outlook details the influence of recent monetary policies, consumer spending trends, and sector-specific dynamics, particularly in AI-driven technology and healthcare. Acknowledging investor sentiment swings and valuation adjustments, Montag & Caldwell emphasize a diversified portfolio strategy centered on high-quality growth stocks. Their disciplined approach aims to balance offense and defense amid uncertainty, maintaining a professional commitment to client-focused investment management.
Locations
Headquarters
3455 Peachtree Rd NE, Suite 1500
Atlanta, Georgia, United States 30326