Great Falls, MT Office

Rosemeyer Management Group provides discretionary asset management, written financial planning, and retirement plan consulting to individuals (including high-net-worth clients), trusts, pension and corporate plan sponsors, and other entities. The firm implements portfolio management for individual accounts and also offers one-on-one participant advice and non‑discretionary fiduciary consulting for retirement plans.

Investment decisions are guided by a value‑oriented, long‑term approach with strategic asset allocation and periodic rebalancing, while also employing fundamental, technical and cyclical analysis and, when appropriate, shorter‑term special situations, options or margin strategies. Financial planning is integrated with investment services: plans are provided at no additional charge to asset management clients and are available to others under fixed‑fee or hourly arrangements.

Distinctive features include an affiliated accounting professional (a licensed CPA who may be engaged for tax preparation or accounting services), which the firm uses to coordinate investment and tax matters for clients. The firm also emphasizes retirement‑plan work—providing IPS drafting, investment due diligence, participant education and explicit disclosure of rollover conflicts—alongside its use of institutional custodial relationships and third‑party platforms to manage held‑away plan assets.