Montag & Caldwell

At Montag & Caldwell, we understand that your wealth is the result of a lifetime of dedication, hard work, and smart decisions. Protecting and growing that wealth for a comfortable retirement is our priority. 💼✨ Our personalized investment strategies are designed to help you reach your retirement goals, with a focus on disciplined research and analysis. Our team of investment specialists attempts to stay ahead of market trends to ensure your portfolio is positioned for success. 📈🔍 If you're seeking a trusted team to manage and grow your wealth, you’ve come to the right place. Let us help you secure the future you deserve. Join our Private Client Group: https://lnkd.in/gF6dppVf Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

💰 Are you interested in investing in mid-sized companies with high growth potential? Montag & Caldwell's Mid Cap Growth Strategy may be the perfect fit for you. Our investment strategy focuses on finding mid-sized companies with strong fundamentals and growth potential, allowing investors to participate in the growth of the companies in our portfolio. Our experienced investment team conducts in-depth research and analysis to identify the most promising companies to include in our portfolio. We follow a disciplined investment approach that emphasizes long-term value creation through active management and diversification. Our team's expertise in mid-cap investing and commitment to client success helps to set us apart in the industry. At Montag & Caldwell, we prioritize transparency and communication with our clients. We provide regular updates on our investment process and performance, so you can stay informed and confident in your investment decisions. Investing in mid-sized companies with strong growth potential can be a smart move for those seeking returns over the long term. Let Montag & Caldwell's Mid Cap Growth Strategy help you achieve your financial goals. Learn more about our investment strategy and approach on our website at https://lnkd.in/eEqkPvaT. Mid Cap Growth Strategy: https://lnkd.in/gkBsZgNe Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

🏀 Just like in sports, sticking to the fundamentals is key to success in investing. Basketball players, like Michael Jordan, know the importance of a strong foundation in technique, work ethic, and mental preparation to perform at their best. In the same way, investors need a sound investment strategy grounded in fundamental principles. This includes diversification, a long-term approach, and a focus on risk management. 💡 Without a solid strategy, it’s easy to get caught up in trends or make impulsive decisions based on short-term market movements—leading to poor results or even significant losses. As Michael Jordan said, "The minute you get away from the fundamentals – whether it’s proper technique, work ethic, or mental preparation – the bottom can fall out of your game." 🏆 Stay true to the fundamentals, and you'll set yourself up for long-term success. Join our Private Client Group: https://lnkd.in/gF6dppVf Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

Let us introduce Rebecca M. Keister, CFA, CIPM, an accomplished leader and esteemed member of our team at Montag & Caldwell. Rebecca's academic journey includes earning an A.B. from Sweet Briar College in 1970 and an M.B.A. from Georgia State University in 1984, showcasing her dedication to continuous education and professional growth. Ms. Keister's journey with Montag & Caldwell began in 1994 as an equities trader, where her expertise and commitment to excellence quickly became apparent. Her remarkable contributions earned her a promotion to Senior Vice President in January 2004, which led to her transition into Compliance and Operations. In December 2004, Rebecca assumed her current position leading our Compliance Department, a role she has excelled in ever since. Prior to joining our team, Rebecca managed the office of F & G Institutional Trading, a subsidiary of Sterne Agee, a Southeastern regional brokerage firm. Her career in the investment business began in 1972 and has encompassed extensive experience in equity, fixed income, options, and futures trading. Rebecca's professional affiliations include the CFA Institute, where she holds the prestigious CFA designation, and the National Organization of Investment Professionals (NOIP), where she has served as a past Chairman. We are privileged to have Rebecca M. Keister, CFA, CIPM, as an integral part of our team. Her wealth of experience, leadership, and dedication to excellence make her an invaluable asset to Montag & Caldwell. Meet the Team: https://lnkd.in/gKB3Ki78 Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

⚡ Attention all finance experts! Tailored for professionals, our blog provides deep insights into market trends, investment strategies, and expert commentary. Discover how to optimize your investment approach. Read our latest market commentaries at the link below. Learn Montag & Caldwell's perspective on current and evolving market trends: bit.ly/MONTAGcommentaries Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

📉📈 Montag & Caldwell's Large Cap Growth Strategy: The Future of Investing 📊The future of investing is in high-quality growth companies. These companies are the ones that are driving innovation and economic growth. Montag & Caldwell's Large Cap Growth Strategy is a way to invest in these companies. The strategy focuses on companies with strong earnings momentum, attractive valuations, and a long-term growth outlook. Contact us today to learn more about how Montag & Caldwell's Large Cap Growth Strategy can help you invest in the future. Large Cap Growth Strategy: https://lnkd.in/ga3TesXj Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

📊 Our long-term, fundamental approach to investing is deeply rooted in understanding both the economic and psychological factors that drive the market. 📈 "Investing is the intersection of economics and psychology." - Seth Klarman 💡 With a legacy dating back to 1945, our experienced team leverages this knowledge to help our clients make informed decisions that align with their long-term financial goals. ✅ Looking for guidance in navigating the complexities of the stock market? Let's connect! 🤝 We’re here to create an investment plan tailored to your specific needs and goals. 🌐 Learn more about our investment philosophy and how we can support your financial journey at www.montag.com. Join our Private Client Group: https://lnkd.in/gF6dppVf Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

Allow us to introduce Robyn Johnson, an essential member of our team at Montag & Caldwell. Robyn's academic journey led her to achieve a Bachelor's degree in Finance from Georgia Gwinnett College in 2018, graduating Cum Laude with distinction. Ms. Johnson has been a valued member of our firm since 2007, and her dedication and expertise have made her an integral part of our success. Currently, she serves in our Accounting department, playing a crucial role in supporting Montag & Caldwell's Operations & Trading. Robyn's attention to detail and financial acumen are instrumental in maintaining the financial health of our organization. Her meticulous work ensures that our operations run smoothly, enabling us to provide the best service possible to our valued clients. We take great pride in having Robyn Johnson as a member of our team. Her commitment to excellence and her contribution to our firm's success are truly commendable. Meet the Team: https://lnkd.in/gKB3Ki78 Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

📉📈The Montag & Caldwell Monthly Market Summary provides a valuable resource for staying up-to-date on the most important factors impacting the market today. [ FULL REPORT: https://lnkd.in/g3dp7zeS] PREVIEW: A volatile August, which began with a 9% decline, ended on a brighter note with indices near highs. The S&P 500 Index gained 2.4% for the month. Staples (+5.9%), real estate (+5.8%), and health care (+5.1%) were the best performing S&P sectors, while energy (-1.7%) and discretionary (-1.0%) were the worst performing sectors. From a factor view, quality and defensive stocks outperformed in August while large-cap and mid-cap stocks were the best performing market-cap ranges. Since the early August “growth scare”, the macro data has offered some reassurance: CPI/PPI were cooler than expectations; jobless claims have been stable; service sector activity remains solid; and consumer spending remains resilient. Interest sensitive sectors like housing and manufacturing remain under pressure, but the cavalry is coming. Jay Powell at Jackson Hole stated “Upside risks to inflation have diminished. Downside risks to employment have increased. [...] 📉💼📈Read the full report: [ https://lnkd.in/g3dp7zeS ] Info ≠ Advice CONTACT (404) 836-7100 | pcg@montag.com 3455 Peachtree Road, NE, Suite 1500 Atlanta, Georgia 30326-4202 Disclosure: https://lnkd.in/eC8eSCPX

Happy Labor Day! On this Labor Day, we recognize and celebrate the hard work, dedication, and contributions of all workers who drive our nation forward. Whether you're in the office, on the field, or working from home, your efforts are valued and appreciated. As we take a moment to honor the labor force, we also reflect on the importance of balance, perseverance, and commitment — qualities that resonate deeply in both our work and personal lives. Wishing you a restful and well-deserved break. Thank you for all that you do.