Asset Management
Preserving Wealth
Today, more than ever it is increasingly important to ensure a secure future when it comes to financial planning. To help our financial professionals and their clients achieve that goal, Montauk provides a wide range of fee-based asset management products. The primary goal is to focus on the highest quality service for all of the managed money products and to keep abreast of new ideas, regulatory issues and changes in the industry. Whether it is through separate account managers or other programs, our Montauk financial professionals can select from a wide range of options to select the one that best suits the needs of their individual clients.

Customization
With an individualized managed account clients have the ability to customize holdings and establish his/her own cost basis. Unlike with mutual funds, these accounts provide investors with a way to defer capital gains and other costs through professional management. Investors can work with the money manager to make strategic year-end buy/sell decisions based on individual tax needs. Since taxes are the single largest investment cost that an investor will face, the ability to manage tax liability is a significant advantage.