About Montag & Caldwell’s Private Client Group

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, M&C operates as a distinct brand/business unit within Advocacy Wealth Management, LLC, an SEC-registered investment adviser, pursuant to the terms of an asset purchase agreement. Our mission is to provide superior investment returns and the highest quality service to our clients. The cornerstone of our success lies in the consistency of our people, process and philosophy.   Many of our investment professionals have invested in a number of our own strategies, thus aligning our interests with our clients’. While primarily known for managing equity securities, our Firm’s experience also includes fixed income and asset allocation strategies. With an emphasis on managing risk, our investment professionals are as comfortable working with a holistic, solutions-based approach for an individual as we are managing a discrete allocation for an institutional relationship. Montag & Caldwell’s Private Client Group has been developed to improve our individuals’ customer service experience—borrowing from the benefits of the Firm’s success in serving sophisticated institutional investors.

What We Offer Individual Investors

At Montag & Caldwell, we are committed to producing superior and proprietary investment solutions with excellent client service. Importantly, we don’t outsource investment management. We deliver professionally managed, customized allocations utilizing proprietary, time-tested investment strategies designed to better ensure that you meet your financial goals.

For guidance, consultation, or to schedule a meeting with one of our portfolio managers, complete the form below: