Montag & Caldwell Strategies Commentaries Private Client Group People About Contact Us M&C Celebrates A 75 Year History Search for: Investment Strategies 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

Montag & Caldwell Strategies Commentaries Private Client Group People About Contact Us M&C Celebrates A 75 Year History Search for: About Montag & Caldwell Montag & Caldwell was founded in 1945 in Atlanta, GA. 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. Social Media Disclosure Firm Overview Firm Philosophy Firm History Policies/Other Resources 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