Entities

  1. Home
  2. Entities
  3. Montag & Caldwell

Montag & Caldwell

Acronym
M&C
Entity Type
Investment Management Firm
Link
Website
Industry
Finance, Investments & Asset Management
Location
Atlanta
Founding Date
1945

Since its inception in 1945, Montag & Caldwell has served both private clients and institutional investors through separate accounts and mutual funds. While primarily known for managing equity securities, the firm’s experience also includes fixed income and asset allocation strategies. M&C specializes in working with retirement plans, endowment funds and foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.

Asset under management: $2.10 billion (circa 2019)

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

Copyright Finnotes.org © 2018 - 2020