Montag & Caldwell, an Advocacy Wealth Company, has over 75 years of experience offering professional investment management services. The story of the “Montag & Caldwell” brand name traces its roots back to 1945, when Louis A. Montag started one of Atlanta’s earliest independent investment advisory firms. The current brand name of “Montag & Caldwell” was adopted in 1956.

Effective August 1, 2024, Montag & Caldwell operates as a distinct brand/business unit within Advocacy Wealth Management, LLC (the “Company”), an SEC-registered investment adviser, pursuant to the terms of an asset purchase agreement.

The brand/business unit remains located in Atlanta, Georgia. Montag & Caldwell continues to manage assets large cap growth, mid cap growth, thematic growth, fixed income, and multi-strategy (e.g., balanced) – primarily for, but not limited to, U.S. domiciled clients. We offer separate accounts to both institutional and individual investors, and participate in several Wrap/SMA and UMA programs.

The Montag & Caldwell brand/business unit emphasizes a team approach to investment management, and most of our investment strategies are managed by multiple Montag & Caldwell investment professionals in a democratic manner. Combined with the long tenure that our Montag & Caldwell Investment Team has working with each other, this helps to institutionalize our investment processes, broaden depth of investment opinion and feedback, and minimize risk.