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Someone is sitting in the shade today because someone planted a tree a long time ago."  -Warren Buffet

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<b>Boutique-Style Investment Advisory Services</b>

Boutique-Style Investment Advisory Services

Welcome to Montag Investments, where we're driven by a singular belief: active portfolio management is the ultimate path to achieving total returns in today's dynamic markets.

At the core of our investment philosophy lies a comprehensive blend of technical analysis, quantitative analysis, and headline analysis. Through technical analysis, we meticulously dissect market trends, patterns, and signals to inform our investment decisions with precision. Quantitative analysis empowers us to harness the power of data-driven models and algorithms, optimizing portfolio allocations and seeking to enhance overall performance. Meanwhile, headline analysis keeps us ahead of the curve, ensuring we're attuned to the latest news, events, and sentiment shaping the market landscape.

But our commitment to active portfolio management goes beyond methodology—it extends to our belief in the power of stock selection to generate alpha over ETFs and mutual funds in the coming decades. We're confident that through astute stock picking, we can unlock opportunities that will outperform broader market indices, delivering superior returns for our clients over the next 1-2 decades.

Join us at Montag Investments as we embark on a journey fueled by innovation, insight, and a relentless pursuit of excellence in active portfolio management. Together, let's navigate the complexities of the market and chart a course towards long-term financial success.  


There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal.

We Believe in Active Investing. &#160;

We Believe in Active Investing.  

Caleb Montag is the owner and Investment Strategist behind Montag Investments and has been in the industry since 2013.  Caleb is a CFP® which is a formal recognition of his expertise in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement planning.


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