Bozeman, MT E Main St Office

Continuum Advisory provides advisory services to individuals (including high‑net‑worth clients) and institutional clients such as pension and profit‑sharing plans, offering financial planning, consulting, and discretionary portfolio management. Client engagements are documented by written advisory agreements and can include ongoing planning, investment management, or retirement plan consulting.

Advisors construct portfolios using mutual funds, ETPs, individual securities, model portfolios and, when appropriate, third‑party asset managers or separately managed accounts accessed through the firm’s platform; they perform initial and ongoing suitability reviews and accept reasonable client‑imposed restrictions. Continuum also offers retirement plan consulting and can serve in ERISA fiduciary roles (including 3(21) advisory and 3(38) investment manager capacities) for plan sponsors when engaged.

The firm is distinctive for the degree of professional integration among its Advisors: several maintain outside professional practices as tax preparers (Enrolled Agents), licensed insurance agents, registered representatives of a broker/dealer, or attorneys providing trust and estate services, and the brochure discloses how those activities are managed. Continuum also relies on a centralized technology and sub‑advisory platform for billing, reporting and SMA access and, by policy, does not vote client proxies (clients retain proxy voting responsibility, with limited guidance available on request).