Our Services

After an initial consultation where investment objectives, preferences and constraints are discussed, clients choose among custodians that best serve their often complex needs. They receive confirmations of all transactions as they occur in the account, a monthly statement from the custodial bank or brokerage firm and our comprehensive quarterly MINT reports. Quarterly reports from MINT include client asset valuations, asset allocations, statement of gains and losses for tax purposes, performance calculations and our quarterly newsletter, The Montana Investment Advisor.

Our principals review each account on a weekly basis using the following guidelines:

• Appropriate asset allocation (fixed income, equities and cash) depending on the clients’ goals and needs

• Current prices in relation to target prices

• Maturities on debt instruments