# Montag & Caldwell

> Proprietary & Time-Tested Investment Strategies.

- Canonical listing: https://agencysource.com/agencies/montag-caldwell
- Location: Atlanta, GA
- Categories: [Accounting & Finance](https://agencysource.com/categories/accounting-finance)
- Services: Commercial Financing, Funding & Investment, Financial Advising & Planning
- Industries: Business services, Financial services
- Team size: 10 - 49
- Hourly rate: Undisclosed
- Minimum project: Undisclosed
- Founded: 1945
- Website: https://www.montag.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

Founded in 1945, Montag & Caldwell is an SEC registered investment advisory firm that seeks to provide investment returns through the competent, disciplined, fundamental analysis of individual securities. Using our proprietary, time-tested investment strategies, we work to help our clients reach their financial goals and build their financial legacy. The cornerstone of our success lies in the consistency of our process, philosophy, and people.

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