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Bruce R

Boise, ID

Mountain Pacific Investment Advisers, LLC

Bruce Reeder is a financial advisor at Mountain Pacific Investment Advisers, LLC in Boise, ID, with 25 years of industry experience. He has been with Mountain Pacific since 1999. Mountain Pacific serves individual and high-net-worth clients as well as institutional accounts, including pensions, profit-sharing plans, corporations, charitable organizations, and foundations. The firm provides discretionary investment management, financial planning, and periodic advice, using a bottom-up fundamental analysis and a growth-at-a-reasonable-price approach to equity selection, while favoring broad-based index mutual funds and ETFs for pooled vehicles.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
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Matthew L

Series 65

Boise, ID

Mountain Pacific Investment Advisers, LLC

Matthew Lindstrom is a financial advisor at Mountain Pacific Investment Advisers, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Suncor Energy from 2013 to 2017 before joining Mountain Pacific in 2017. Mountain Pacific Investment Advisers serves individual, high-net-worth, and institutional clients, including pensions, profit-sharing plans, corporations, and charitable organizations. The firm employs a bottom-up fundamental analysis and growth-at-a-reasonable-price approach to equity selection, alongside the use of broad-based index mutual funds and ETFs, managing approximately $1.75 billion across five advisors.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
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Nathan O

CFA®

Boise, ID

Mountain Pacific Investment Advisers, LLC

Nathan Oakley is a CFA® charterholder with seven years of experience at Mountain Pacific Investment Advisers, LLC in Boise, ID. He previously worked for PNC Financial Services Group for 15 years. Outside of his advisory role, he is the sole member of Camas Capital LLC, a real estate investment company. Mountain Pacific Investment Advisers serves individual, high-net-worth, and institutional clients, offering discretionary investment management and financial planning. The firm emphasizes bottom-up fundamental analysis and a growth-at-a-reasonable-price approach to equity selection, managing approximately $1.75 billion across five advisors.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
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Rashe E

Series 65

Boise, ID

Mountain Pacific Investment Advisers, LLC

Rashe Elliott is a financial advisor at Mountain Pacific Investment Advisers, LLC with one year of industry experience. Prior to joining Mountain Pacific, Elliott worked at The JR Simplot Company and Northrop Grumman. Mountain Pacific serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and non-continuous advisory services. The firm’s investment approach combines bottom-up fundamental analysis and a growth-at-a-reasonable-price equity strategy with the use of broad-based index funds and laddered fixed-income positions.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
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William P

Series 65

Boise, ID

Mountain Pacific Investment Advisers, LLC

William Palumbo is a financial advisor at Mountain Pacific Investment Advisers, LLC, holding a Series 65 designation and with 29 years of industry experience. He has been with Mountain Pacific Investment Advisers since 1983. Mountain Pacific Investment Advisers provides discretionary investment management and financial planning to individual clients, including high-net-worth individuals, as well as institutional clients such as trusts, estates, pensions, and charitable organizations. The firm employs a bottom-up, fundamental investment approach with a growth-at-a-reasonable-price bias for equities and offers customized portfolio management with regular reviews and rebalancing.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
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