Montrose, CO Office

High Country Capital Management provides financial planning, asset allocation and ongoing investment management, as well as investment consulting, manager research and qualified retirement‑plan services to individuals (including high‑net‑worth clients), business owners, corporate plans, trusts, foundations and other institutions. The firm offers both ongoing portfolio management and hourly or project‑based consulting engagements, and typically requires client participation to implement recommendations.

The firm constructs individualized investment policy statements with clients and applies a blend of fundamental and technical analysis within a Modern Portfolio Theory framework to build diversified portfolios using mutual funds, ETFs, individual securities, bonds and, in select cases, interval funds. HCCM maintains a quarterly-updated “Preferred Managers” list, tracks roughly 70–100 manager candidates across about 27 markets, and provides continuous monitoring and periodic rebalancing with at least quarterly internal reviews.

A distinctive operational feature is that HCCM provides back‑office services to an unaffiliated registered investment adviser and is compensated for that work (disclosed as a percentage of that RIA’s management fees), which creates an additional revenue stream separate from client advisory fees. The combination of an advisor‑led, participatory IPS process, a detailed manager‑selection program and the occasional use of less‑liquid products (interval funds) sets its implementation approach apart from many similarly sized supported advisers.