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Welcome to Group W Investment Management LLC

Portfolio Management / Financial Advice

Group W Investment Management is a fee-only registered investment advisor that provides investment management services and financial consulting to individuals and institutions.

For more information, please call (406) 994-9321 or email

Welcome to Group W Investment Management LLC

Portfolio Management / Financial Advice

As an independent advisor, Group W Investment Management offers unbiased advice to clients based on their specific needs, goals, and investment profiles.

For more information, please call (406) 994-9321 or email

Welcome to Group W Investment Management LLC

Portfolio Management / Financial Advice

Group W Investment Management is a fee-only registered investment advisor that provides investment management services and financial consulting to individuals and institutions.

For more information, please call (406) 994-9321 or email

 

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Individuals / Families / Business Owners

Through active portfolio management, Group W Investment Management can help you achieve your financial objectives by building wealth over the long-term.

Non-profits / Endowments / Foundations

The proper financial management of a small or midsized non-profit institution can be quite challenging.

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Latest Blog Posts

Hasta La Vista, 2020. Hello, 2025.

Submitted by Group W - Investment Management on January 6th, 2021

By any measure, 2020 proved to be a year that we all would like to forget.  To say the least, everything seemed a bit off-kilter last year.

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Mad Market

Submitted by Group W - Investment Management on July 6th, 2020

Alfred E. Neuman, the mascot for humor magazine Mad, is famous for his tag line: “What, me worry?”  Well, that seems to be the current attitude of many stock investors these days as the market indices have clawed back most of the humongous losses triggered by the coronavirus lockdowns.  It is hard to see how the bounce-back makes sense.

 

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Novel Recession

Submitted by Group W - Investment Management on April 7th, 2020

For the equity markets, 2020 began with a continuation of the rousing gains that were posted in 2019.  The economy was chugging along.  Unemployment was low; wages and GDP were rising.  By mid-February, the S&P 500 Index had reached an all-time high of 3386.  The future looked bright.  Ahh, the good old days.

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  •   15 S. Tracy Avenue, No. 4, Bozeman, MT 59715
  •   (406) 994-9321
  •   info@groupwinvestment.com

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