Group W Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Group W Investment Management LLC provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm reports approximately $18.6 million in assets under management and generally requires a $250,000 minimum account size, with waivers available at the firm’s discretion.
The firm’s investment approach emphasizes long-term goals and tax efficiency and uses a three‑class framework of equities, fixed income, and cash. Equity selection is driven by fundamental, value-oriented analysis (metrics such as P/E, debt/equity, profit margin, return on assets, and dividend yield), and the brochure notes portfolios may be relatively concentrated; fixed-income allocations include U.S. Treasuries, corporate and municipal bonds, CDs, and ETFs.
Distinctive features include serving corporate or business clients in addition to individual and nonprofit clients, a client type reported by a minority of similar independent advisers. The firm’s principal holds the CFA designation, the firm was founded in 2003, the principal reports significant income from a personal investment portfolio, and the firm does not take custody of client assets while retaining proxy-voting authority with records available on request.
Client services
Expertise
Fee options
$0 - $250,000: 0.80% annually $250,001 - $1,500,000: 0.40% annually $1,500,001+: 0.20% annually
Account minimum: $250,000
Main office
15 South Tracy Ave, #4
Bozeman MT 59715
Advisors at this office
1
Most active in
Montana
Also doing business as
Group W Investment Management LLC · Maxted, Frederick J.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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