Entities

Montag & Caldwell

Montag & Caldwell

Acronym
M&C
Link
Location
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)