A complete list of active advisors currently associated with Loudon Investment Management, LLC

Warmer can help you find a great advisor at Loudon Investment Management, LLC or one who fits your needs even better.

Loudon Investment Management serves individual investors (both non‑high‑net‑worth and high‑net‑worth), charitable organizations, and other clients, managing roughly $231.8 million across about 75 client relationships with a four‑person advisory team. The firm provides Investment Supervisory Services, including individual portfolio management and ETF portfolio management on both discretionary and non‑discretionary bases. The firm develops client investment policies through personal discussions about objectives, time horizons and risk tolerance, and implements portfolios using a mix of fundamental, technical, quantitative and qualitative analysis alongside asset‑allocation and long‑term purchase strategies. Accounts are monitored on an ongoing basis, reviewed at least quarterly, and clients receive performance and holdings reports at least semi‑annually. Distinctive features include the absence of standalone financial planning services, which many peers typically offer, and a policy not to vote client proxies, leaving proxy matters to clients and their custodians. Loudon’s relatively small client roster combined with its sizable assets under management — averaging roughly $3 million per client — suggests a focus on tailored portfolio management and negotiated account arrangements rather than broad planning offerings.

To learn more about the advisors currently working at Loudon Investment Management, LLC, 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.