Missoula, MT Office
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Investment Management Group
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About
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).
Based on Investment Management Group
Expertise
Based on Investment Management Group
Location
321 W Broadway
Missoula MT 59802
Advisors at this office
3
Advisors at this office
Jessica N
Series 65
Missoula, MT
Investment Management Group
Jessica Neuman is a financial advisor with Investment Management Group in Missoula, MT, holding a Series 65 credential and four years of industry experience. She has been with Stockman Wealth Management since 2016. Investment Management Group provides advisory services primarily to financial institutions and institutional-type clients, including banks and a municipality, while also serving individual investors with portfolio management and financial planning. 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.
Molly W
Series 65
Missoula, MT
Investment Management Group
Molly Werk is a Series 65-licensed advisor with Investment Management Group in Missoula, MT, with three years of industry experience. Her work history includes positions at Stockman Wealth Management and various roles outside finance, including at Brannigan's Irish Pub and VRTX Fitness. Investment Management Group provides advisory services primarily to financial institutions and institutional-type clients, along with individual portfolio management and financial planning, emphasizing continuous investment advice tailored to each client’s written guidelines. The firm operates as a business line of Stockman Wealth Management and manages a majority of assets on a non-discretionary basis.
Tanner K
Series 65
Missoula, MT
Investment Management Group
Tanner Klumph is a financial advisor at Investment Management Group with a Series 65 designation and one year of industry experience. His prior work includes roles at Stockman Wealth Management and SG Long Financial. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, as well as individual portfolio management and financial planning. The firm manages accounts using both discretionary and non-discretionary approaches and employs fundamental and qualitative investment analysis.
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