MONTAG A & ASSOCIATES Overview
Montag A & Associates Inc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 21 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 110% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 110% of the manager's regulatory AUM.
MONTAG A & ASSOCIATES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONTAG A & ASSOCIATES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 4.87% | ETF | 4.19% | 0% | 0 | 34% | ||
| IVV | 4.84% | ETF | 4.25% | 0% | 0 | 17% | ||
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FEATURED IN
MONTAG A & ASSOCIATES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Louis A. Montag | Treasurer | January-2009 |
| Ruth E. Montag | Secretary | September-1993 |
| Edward A. Montag | Chief Executive Officer/Chief Compliance Officer | January-2009 |
| John L. Montag | President & Chief Investment Officer | January-2009 |
MONTAG A & ASSOCIATES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MONTAG A & ASSOCIATES Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
In accordance with the Investment Objectives, Montag generally selects individual common stocks, mutual funds, ETFs (Exchange Traded Funds) and various taxable and tax-exempt fixed income investments.
In making selections of individual stocks for client portfolios, Montag may use a variety of methods of analysis, primarily fundamental and technical analysis.
Fundamental Analysis – involves review of the business and financial information about an issuer such as an initial and ongoing review of the management, products, marketing effort, internal organization, financial structure and industry and competitive environment in which the company operates. Analysis of such items is systematically applied to alternative companies and industries, with a heavy emphasis on quantitative methods.
Without limitation, the following factors gen...
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Methods of Analysis and Investment Strategies
In accordance with the Investment Objectives, Montag generally selects individual common stocks, mutual funds, ETFs (Exchange Traded Funds) and various taxable and tax-exempt fixed income investments.
In making selections of individual stocks for client portfolios, Montag may use a variety of methods of analysis, primarily fundamental and technical analysis.
Fundamental Analysis – involves review of the business and financial information about an issuer such as an initial and ongoing review of the management, products, marketing effort, internal organization, financial structure and industry and competitive environment in which the company operates. Analysis of such items is systematically applied to alternative companies and industries, with a heavy emphasis on quantitative methods.
Without limitation, the following factors gen...
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MONTAG A & ASSOCIATES Portfolio Concentration
MONTAG A & ASSOCIATES Location
133 PEACHTREE STREET
2500 GEORGIA PACIFIC CENTER
ATLANTA, Georgia
UNITED STATES, 30303
2500 GEORGIA PACIFIC CENTER
ATLANTA, Georgia
UNITED STATES, 30303
MONTAG A & ASSOCIATES Contact Information
Phone Number: 404-522-5774
Fax Number: 404-525-3287
Website: http://www.montagwealth.com
Fax Number: 404-525-3287
Website: http://www.montagwealth.com
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