A complete list of active advisors currently associated with Glacier Investment Management
Warmer can help you find a great advisor at Glacier Investment Management or one who fits your needs even better.
Glacier Investment Management is an independent registered investment advisor that provides wealth management, comprehensive financial planning, tax and estate planning, and retirement plan advisory services to individuals, families, trusts, businesses, charitable organizations and retirement plans. The firm manages roughly $45.7 million for about 114 clients and serves both individual households and organizational plan sponsors. The firm’s investment approach emphasizes risk management, diversification, a long-term perspective and low fees, implementing strategies primarily through exchange-traded funds alongside fundamental and technical analysis. Glacier manages the majority of client assets on a discretionary basis and uses proprietary models and processes intended to minimize drawdowns while aligning asset allocation with each client’s documented investment policy. What is distinctive is the firm’s explicit pension consulting and group retirement plan advisory work for public and private plan sponsors — including fiduciary support, investment selection and participant education — a service offering that is uncommon among solo independent advisors. Glacier also integrates tax and succession planning with investment management, works with third-party custodians and service providers, and conducts annual verbal plan and portfolio reviews unless clients request written reports.
To learn more about the advisors currently working at Glacier Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kalispell, MT
| 18
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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