Where Classic Service Still Rules

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“Classic” describes something of enduring value and quality.  Remember when the classic American brand, Coca-Cola, saved itself from New Coke by reintroducing “Coca-Cola Classic?”  Well, there’s nothing like the real thing…in professional services, too.  With a legacy of leadership in Atlanta dating back to the 1800s, the Montag family is a classic Atlanta family.  In 1945, Louis A. Montag started Atlanta’s first independent investment advisory firm.  In 1982, Louis’ son, Tony, launched A. Montag & Associates with a focus on serving high net worth business leaders and their families with a classic kind of individualized, “hand-made” quality of service.  That included original investment research done on-site by the Montag team and personalized, direct contact between Montag’s investors and its portfolio managers.  Today, A. Montag & Associates www.amontag.com is led by Tony’s sons:  Ned and John Montag.  It is rare that a family firm can transition successfully from one generation to the next.  Montag has not only accomplished this leadership hand-off but also maintained the same classic service quality and reliable performance that it began with in earlier generations.  Because we wanted to understand if this “classic” story was “the real thing” we invited John and Ned Montag to join us for this interview.  Our discussion ranged from leading a family enterprise to guiding a wealth management organization through the toughest financial market in 80 years. 

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