Media & Publications

Videos

Asset TV - Diversity & Inclusion, ESG, & OCIO Trends featuring H. James Johnson, III, AIF®, MBA and Bryce Lee, CFA, CIMA®, CAIA, FRM, AIF®, MBA

March 15, 2021

Remote Interview PDF Transcript

Asset TV - Longevityfeaturing Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments

November 11, 2020

Rebalancing in the Current Market PDF Transcript

Asset TV - Mid Year Outlookfeaturing Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments

July 7, 2020

Rebalancing in the Current Market PDF Transcript

Asset TV featuring Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments

April 17, 2020

Rebalancing in the Current Market PDF Transcript

Asset TV featuring Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments

March 17, 2020

Market Volatility During the Pandemic PDF Transcript

Asset TV featuring Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments

March 2, 2020

Institutional Insights to Advising Clients PDF Transcript

Asset TV featuring James Johnson

April 17, 2019

Embracing An Institutional Approach to Advising Clients PDF Transcript

Asset TV featuring Joseph W. Montgomery, CFP®, AIF®

April 17, 2019

Planning For Longevity - Strategies To Meet Expectations PDF Transcript

Asset TV featuring Joseph W. Montgomery, CFP®, AIF®

March 9, 2017

Diversifying Your Portfolio PDF Transcript

Asset TV featuring Joseph W. Montgomery, CFP®, AIF®

March 9, 2017

How Do You Position in Times of Volatility PDF Transcript

Asset TV featuring R. Bryce Lee, CFA, CIMA®, CAIA, FRM, AIF®, MBA

February 2, 2016

Masterclass Mid Cap Investing PDF Transcript

CNBC Squawk Box featuring Joseph W. Montgomery, CFP®, AIF®

April 30, 2014

Markets lucky to clear 'watermark' this year PDF Transcript

Articles

Articles

"A Fortunate Man"

Published in Fortune, Entrepreneur, and Bloomberg Businessweek magazines December 2020/January 2021

"Joe Montgomery: Building a $13-Billion Practice"

Published on the Barron's Online Website December 2019

"Don't Lose Faith, Seize Opportunities -Is the Investment Model Still Broken?"

Published on the MPL Association Inside Medical Liability Website February 2019

Written by R. Bryce Lee, Managing Director-Investments and Institutional Consulting Director of The Optimal Service Group of Wells Fargo Advisors

"Thought Leader - Insurance"

Published in Finance Monthly

"Teams to the Fore"

Published in Barron's Special Report: Financial Advisors, April 22, 2019

"Virginia, Joseph Montgomery, Wells Fargo Advisors"

Published in Barron's Special Report: Financial Advisors, March 11, 2019

"Best-In-State Wealth Advisors 2019"

Published in Forbe's Online Edition, February 20, 2019

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