Scott Thompson - Advocacy Wealth

Scott Thompson

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M. Scott Thompson, CFA

Chief Investment Officer

3455 Peachtree Road NE

Suite 1500

Atlanta, GA 30326

phone 800-633-2967

fax 866-915-8839

Contact Us

M. Scott Thompson, CFA

Chief Investment Officer

3455 Peachtree Road NE

Suite 1500

Atlanta, GA 30326

phone 800-633-2967

fax 866-915-8839

Contact Us

Mr. Thompson serves as CIO for Advocacy Wealth Management. His investment professional experience spans over 30 years, earned in service to Montag & Caldwell which became an Advocacy Wealth Company in August 2024. He has held the CIO role for Montag & Caldwell for the past 3 years, and prior to that was a Montag & Caldwell Director of Research for 15 years. He also serves as a Portfolio Manager/Research Analyst for Montag & Caldwell brand large cap growth, mid cap growth, and thematic growth strategies. He is a former trustee for his alma mater, The University of the South. He is a member of the Buckhead Rotary Club, and his professional affiliations include the CFA Institute and the CFA Society Atlanta, former Trustee.

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All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.

International investing: There are special risks associated with international investing, such as political changes and currency fluctuations. These risks are heightened in emerging markets.

Small/Mid-Capitalization investing: Investments in companies with small or mid-market capitalization ("small/mid-caps") may be subject to special risks given their characteristic narrow markets, limited financial resources, and less liquid stocks, all of which may cause price volatility.

High-Yield investing: Investments in high yielding debt securities are generally subject to greater market fluctuations and risk of loss of income and principal, than are investments in lower yielding debt securities.

Inflation Protected Bond investing: Interest rate increases can cause the price of a debt security to decrease. Increases in real interest rates can cause the price of inflation‐protected debt securities to decrease. Interest payments on inflation‐protected debt securities can be unpredictable.

Interest Rate Risk: This risk refers to the risk that bond prices decline as interest rates rise. Interest rates and bond prices tend to move in opposite directions. Long‐term bonds tend to be more sensitive to interest rate changes and therefore may be more volatile.

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