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 serves individuals, families, trusts, estates, corporations, charitable organizations, and retirement plans, offering integrated wealth management, financial planning, tax planning, estate and succession planning, cash-flow analysis, and investment management. The firm also provides group retirement plan advisory to public and private organizations, including plan design, implementation, fiduciary support, investment selection, and participant education. The firm’s investment approach emphasizes risk management, diversification, a long-term perspective, and low fees, using proprietary models alongside fundamental and technical analysis to construct portfolios that lean heavily on ETFs, mutual funds, separately managed accounts, and select alternatives. Portfolios are managed on both discretionary and non-discretionary bases, with account reviews at least quarterly and financial plans reviewed annually and adjusted as client circumstances change. Distinctive elements in the brochure include serving pension and profit‑sharing plan clients and offering pension consulting and fiduciary support to plan sponsors—services that are less common among independent peers. Glacier reports managing roughly $45.7 million for about 114 clients, discloses an institutional custodial relationship that provides technology and other support (a disclosed potential conflict of interest), and charges upfront non‑refundable planning fees while generally requiring a $500,000 wealth‑management account minimum.

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.