Bozeman, MT Office

Investment Management Group provides advisory services primarily to financial institutions and institutional-type clients (including banks and one municipality), and also offers individual portfolio management, financial planning, 401(k) plan advisory, and an automated investment program. The firm operates as a business line of Stockman Wealth Management and emphasizes continuous investment advice tailored to each client’s written investment policy and account documentation.

For its institutional/bank clients, the firm typically manages accounts on a non‑discretionary basis and determines purchases through discussions and mutual agreement with the client, while individual accounts may be managed on either a discretionary or non‑discretionary basis. Investment analysis uses fundamental and qualitative methods, asset allocation, and both long‑ and short‑term strategies, with institutional accounts reviewed at least weekly and individual accounts reviewed regularly (twice monthly or as triggered).

The firm is a wholly owned subsidiary of Stockman Financial Corporation and is operationally connected to related companies including Stockman Bank of Montana and Stockman Insurance, with a board that includes members holding attorney and CPA designations. Distinctive features include nine offices (more than typical for firms in this category), a client mix that notably includes banks, insurance companies, and a municipality along with pension consulting, an asset/liability modeling service offered to banks, and a majority of assets managed on a non‑discretionary basis ($1.75 billion discretionary vs. $3.48 billion non‑discretionary as of the most recent reporting).