Who We Are

“At Montana Investment Advisors, we’re removed from the frantic environment of a money-center city, but still closely connected to the investment world.”

Technology enables us to be instantaneously in touch with Wall Street, leading analysts and up-to-the-minute research, so we receive crucial data to give sound investment advice. At the same time, the serenity of Montana helps us to clearly see and analyze trends in the economy that often are less visible amid the frenzy of a big city. Our principals have nearly 80 years of investment experience at NYSE member firms in Denver and New York and at our advisory firm in Bozeman, Montana.