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
Asset TV - Longevityfeaturing Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments
November 11, 2020
Asset TV - Mid Year Outlookfeaturing Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments
July 7, 2020
Asset TV featuring Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments
April 17, 2020
Asset TV featuring Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments
March 17, 2020
Asset TV featuring Joseph W. Montgomery, CFP®, AIF® Managing Director, Investments
March 2, 2020
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
Asset TV featuring Joseph W. Montgomery, CFP®, AIF®
March 9, 2017
Asset TV featuring R. Bryce Lee, CFA, CIMA®, CAIA, FRM, AIF®, MBA
February 2, 2016
CNBC Squawk Box featuring Joseph W. Montgomery, CFP®, AIF®
April 30, 2014
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