Montag & Caldwell Strategies Commentaries Private Client Group People About Contact Us M&C Celebrates A 75 Year History Search for: Firm Overview Montag & Caldwell has long sought to provide superior investment returns and the highest quality service to our clients. As investment advisors, our mission has been and continues to be: To provide excellent client service and to retain every client of Montag & Caldwell that we can serve beneficially To maintain high standards of ethics in all our relationships and to comply fully with all applicable laws and regulations To add value through our strong commitment to producing superior investment results for our clients To be a forward-looking, productive firm that plans, executes and manages its affairs effectively To provide a working environment that maximizes employee satisfaction, offers career security and growing opportunities, enhances the productivity of the firm in total and enables our staff to reach their personal goals To grow our business in a rational and controlled manner Connect with Us Principal Spotlight Quarterly Commentaries 2Q21 Market Commentary 1Q21 Market Commentary 4Q20 Market Commentary 3Q20 Market Commentary 2Q20 Market Commentary Articles & Commentaries De-Risk Your Portfolio with Active Management M&C Celebrates 75 Years Montag & Caldwell’s Approach to Asset Allocation A High Quality Approach To Portfolio Management Fixed Income is All You Need for Diversification Achieve a true diversification benefit in your investment portfolio Indirect exposure approach to international investing What to consider before including alternative asset classes Why mid cap stocks might be a better option Why investors should consider a bias towards high-quality investments in a volatile market Strategies Commentaries Private Client Group People About Contact Us M&C Celebrates A 75 Year History Search for: Phone (404) 836-7100marketingwebcontact@montag.com 3455 Peachtree Road, NESuite 1500Atlanta, Georgia 30326-4202