Montag & Caldwell Inc.
Company Description: Montag & Caldwell, LLC is an employee owned investment management firm and was founded in 1945 in Atlanta, GA. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. We have experience working with, but not limited to, retirement plans, endowment funds and foundations, state and local governments, hospitals, insurance companies, credit unions, and Taft-Hartley funds. The firm's efforts are concentrated on our large and mid cap growth equity products that comprise over 95.0 percent of our client assets under management. Montag & Caldwell’s equity selection process is a high quality, growth stock approach and is primarily a bottom-up methodology in which we interrelate valuation with earnings momentum. The average experience of the Montag & Caldwell investment team is 28 years and their average tenure with our firm is 20 years as of March 31, 2013. The research team is comprised of eight individuals and is led by Ronald E. Canakaris, CFA our Chairman and Chief Investment Officer; and Andrew W. Jung, CFA and M. Scott Thompson, CFA our Co-Directors of Research.
Montag & Caldwell Inc. was founded in 1945
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