Bozeman, MT Office

Sand Creek Capital serves individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, and state or municipal government entities. The firm provides ongoing portfolio management, financial planning, pension consulting and sub‑advisor arrangements, and also delivers group educational seminars and financial wellness presentations to employers and other organizations.

Sand Creek documents client objectives in an Investment Policy Statement and typically employs fundamental analysis alongside a long‑term trading approach, offering both discretionary and non‑discretionary management. The firm uses a broad set of investment vehicles — including mutual funds, ETFs, fixed income, real estate funds, annuities and private placements — may engage subadvisors, and can access IPO allocations for eligible clients while adhering to fiduciary standards for retirement accounts.

Noteworthy aspects relative to peers include serving state and municipal government entities, a client type that is uncommon for team firms, and providing employer-focused educational seminars and workshops. Founded in 2023, Sand Creek recently added subadvisor services and reports no account minimums, reflecting a platform that blends plan-level consulting with individual wealth management.