Bozeman, MT 401 East Main Street Office

The firm provides discretionary portfolio management for individuals, retirement and pension plans, trusts, endowments, corporate retirement accounts, and charitable organizations, and generally accepts new clients with account sizes of $250,000 or more; accounts are separately managed and held at a third‑party custodian. It reports on holdings and activity to clients on a regular basis and delivers a quarterly account analysis that includes a performance report net of fees.

Investment strategy emphasizes long‑term holdings in large, fundamentally strong growth companies believed to be undervalued, combined with U.S. Treasury and corporate fixed‑income instruments to provide income, safety and liquidity. The firm maintains a 15–25 security “buy list,” targets three‑ to five‑year prospects, and draws on Wall Street research, leading financial publications and selected AI models in its analysis.

Noteworthy among peers, the firm publishes and distributes performance results and provides a semi‑annual newsletter and detailed performance reporting — practices that are uncommon for firms of its type. As of December 31, 2025 it reported approximately $48.7 million in discretionary assets under management across its client base, and it discloses that it may offer lower fees for longstanding or charitable accounts.