Montag & Caldwell Email Format

Investment ManagementGeorgia, United States11-50 Employees

Montag & Caldwell is an investment management firm with roots in Atlanta dating back to 1945, when Louis A. Montag established one of the city's early independent advisory practices. The Montag & Caldwell brand, adopted in 1956, delivers proprietary, in-house investment solutions and serves as a fiduciary for its clients. Effective August 1, 2024, it operates as a distinct brand within Advocacy Wealth Management, LLC, an SEC-registered investment adviser, and is based in Atlanta, Georgia.

The firm emphasizes risk management within a holistic, solutions-based approach, with a primary focus on equity strategies alongside fixed income and asset allocation. Its client base ranges from sophisticated institutional investors to individuals and families, and recent developments include the 2023 launch of a Mid-Cap Growth model strategy and the introduction of the 2224 4EVER Series.

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