A complete list of active advisors currently associated with Mountain Pacific Investment Advisers, LLC

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

Mountain Pacific Investment Advisers provides discretionary investment management and financial planning to a mix of individual clients (including high-net-worth individuals) and institutional clients such as trusts, estates, pensions, profit-sharing plans, corporations, charitable organizations, and foundations. Services described in the brochure include asset allocation and security selection, distribution planning for retirement or endowments, proxy voting, securities class-action claim filing, and coordinated work with clients’ legal and tax advisers. The firm describes a bottom-up, fundamental investment process using a growth-at-a-reasonable-price (GARP) bias for equities, laddered maturities for fixed income, and a preference for broad-based index mutual funds or ETFs when appropriate; portfolios may follow model allocations or be customized and are reviewed at least annually and rebalanced as needed. Management is provided under discretionary Wealth Management Agreements, the brochure notes regular performance reporting to clients, and the firm states tax efficiency is not a primary consideration unless separately agreed. Several features in the brochure are atypical for similarly sized team firms: Mountain Pacific reports roughly $933.7 million in regulatory assets under management with four advisors (placing AUM per advisor well above $200 million) and includes pensions and other plan clients that can encompass state or municipal entities. The brochure also discloses that the firm advertises performance results and hypothetical performance in its materials, and it describes ongoing operational relationships with Charles Schwab (including continued payment of Schwab participation/non-custody fees for previously referred accounts) and use of ISS for proxy voting and class-action claim services.

To learn more about the advisors currently working at Mountain Pacific Investment Advisers, 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.