Inukshuks are rock cairns used by the native people of the far north to guide them to hunting grounds and help bring them home safely. The experts at our firm will help guide you to your destination through the unpredictable elements of the financial markets. Inukshuk Investments is a Montana investment advisor firm with clients nationwide.
In addition to our financial planning Missoula services, our Montana investment advisors provide personal investment advice and custom portfolio management to a broad range of clients. Our independent financial advisors construct each investment portfolio based on our client's objectives, time horizon, and risk tolerance.
In addition to our financial planning Missoula services, our Montana investment advisors provide personal investment advice and custom portfolio management to a broad range of clients. Our independent financial advisors construct each investment portfolio based on our client's objectives, time horizon, and risk tolerance.
Services
Investment Management
Report
Inukshuk Investments is a Montana investment advisor RIA firm with clients nationwide. Our Montana investment advisors provide wealth management, investment supervisory, and custom portfolio services to a broad range of individual and institutional clients. Our independent financial advisors provide personal investment advice and custom portfolio management tailored specifically to each client's objectives, time horizon, and risk tolerance.
Financial Planning
Report
Our Missoula financial planning advisors provide guidance and consultation to a broad range of Montana and national clients. Financial planning Missoula services are offered by our independent fee-only financial advisors in Missoula, Kalispell, Hamilton and Western Montana. Missoula financial planning will be tailored to meet your needs, including budgeting, retirement planning, debt planning, or quarterly investment guidance.
CFA Advisors
Report
The broker exemption from the 1940 Investment Advisor Act allows for a lower "suitability standard" for most of the national money management firms. This allows for limited disclosures, conflicts of interest, and advice that is biased by commission incentives (see 2011 SEC study calling for Uniform Fiduciary Standard and the recent 2015 Presidential Report on conflicted investment advice).
Geoff Gilbert MS, CFA
Report
Geoff Gilbert is based in Missoula and has clients nation-wide. He is an avid investor, entrepreneur, and urban farmer aspiring to change the world by cultivating sustainable business investments for the benefit of all. Geoff started his first company when he was eleven and bought his first stock after the market crash in late 1987 at 14 years of age (and still owns it today).
Inukshuk Services
Report
Many investment management and financial planning firms claim objective, conflict-free advice. But how can the advice be truly objective when their advisors are receiving commissions or are encouraged to sell proprietary products? Truth is, it can't be. At Inukshuk, we do not receive commissions. We do not sell products.
Reviews
Be the first to review Inukshuk Investments.
Write a Review