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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

Never a Dull Moment

Submitted by Group W - Investment Management on April 3rd, 2023

In the wake of a horrendous 2022, stocks and bonds started off the new year with vigor.  The macroeconomic environment has begun flashing green signals.  Covid restrictions are largely over.  Inflation is gradually abating.  The Federal Reserve Board has begun slowing its interest rate increases.  The price of oil is below $75 a barrel.  Corporate profits are stead

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Recap of 2022

Submitted by Group W - Investment Management on January 6th, 2023

Across the board, 2022 was a challenging year for investors.  Stocks had their worst year since 2008 with the S&P 500 Index dropping 19.4 percent.  The possibility of a coming recession was the main cause of investors’ pessimism.  To make matters worse, fixed-income assets (bonds) took a beating in 2022 as well.  The U.S.

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Cross This Off Your Worry List: Bank Failures

Submitted by Group W - Investment Management on October 1st, 2022

Investor sentiment is quite unsettled these days.  Most market participants have memories of the Great Recession of 2007-2009, if not the economic malaise of the 1970s, and wonder if we are headed for a reprise of those dark days.  It is a reasonable concern given all the unusual economic and geo-political events of recent times.  Stubbornly high inflation, ongoing disorder in di

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

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