MONTAG is an Atlanta-based independent investment management firm specializing in the management of investment portfolios for a broad array of individuals and families, foundations, and other endowed institutions. Since the firm’s founding in 1982, we have operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser (RIA).