The Montauk Difference
Montauk is uniquely structured to permit brokers to make the financial success of their clients the first and only priority.

Corporate Headquarters Red Bank, NJ

Because Montauk doesn't represent the interests of any single company, sales quotas and self-serving corporate agendas aren't part of the equation. Find out why more and more investors are enthusiastic about the Montauk Difference.

You'll find out why experienced professionals are dedicated solely to the interests of their clients. If you are a financial professional who would like to Join Us or Contact Us, just call 1-800-876-3672.

If you are an investor, contact us at 1-800-876-3672. We'll answer your questions and put you in touch with the Montauk financial consultant nearest you.

Products & Services
Montauk financial consultants have access to all of the tools necessary to help clients reach their financial goals - from securities and asset management, to annuities and insurance. In fact, they are free to choose a complete array of products and services, including the following:

Account Info
Account Protection
Our clearing firm, National Financial Services LLC, is a member of the Securities Investor Protection Corporation (SIPC), which protects securities of customers of its members up to $500,000 (including $100,000 for cash claims). An explanatory brochure is available upon request or at www.sipc.org.

Additional coverage is also provided on accounts that are held at our clearing firm, National Financial Services LLC., and covers total account net equity in excess of the $500,000/100,000 coverage provided by SIPC. Both SIPC and additional coverage provide protection in the event of a member firm failure and do not insure against market decline.

On Line Account Access
More and more people are turning to the internet as a convenient way to work more closely with their financial professional. At Montauk, we recognize the importance of using online services for viewing the latest account information and when making important decisions about your financial future.

Investors have access to view all of the activity in all their related accounts on a real-time basis. We also provide charts and free stock quotes on a 15 minute delayed basis.

The Investor Access Login is located on the Montauk web site's home page at www.montaukfinancial.com. Our help desk is available Monday through Friday between 9 a.m. and 5 p.m. to assist you with any problems or questions you may have.

Customer Confirmation
For every general securities transaction, Montauk, through its clearing agent, National Financial Services LLC, sends a written confirmation via mail for the client's records.

Account Statements
When you work with Montauk, you have all the information you need at your disposal. Easy to read statements are available to you on a monthly basis. For each month that an account shows activity, Montauk, through its clearing agent, provides a comprehensive account statement detailing opening and closing balances, dividends, interest payments, trades executed and tax information.

Retirement Accounts
Retirement plans offered cover a complete range of retirement programs. It enables clients to invest in a wide range of offerings including equities, mutual funds and money market funds. At the same time, it simplifies tax reporting by tracing all reportable transactions.

Brokerage Access/Brokerage Portfolio/Check Writing
For your convenience, Montauk offers a variety of checking programs with no minimum per check, including a no-fee Basic checking. The Classic program includes a VISA debit card and having 24-hour VISA Card/ATM network access. Fraud protection is available as well as travel accident insurance. Additional Programs include: Brokerage Access with a VISA Gold debit card and Brokerage Portfolio with a Gold debit card and enhanced payee information.