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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

Take the Medicine

Submitted by Group W - Investment Management on October 8th, 2026

In recent years, several momentous issues affecting the global economy have come to the fore.  Conflict with Iran, tariff wars, AI uncertainty, Ukraine, and relentless climate change are often featured in the news.  All of those could have profound, lasting effects on the economic activity that keeps the world running smoothly.

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Second Quarter 2026 Recap

Submitted by Group W - Investment Management on October 8th, 2026

Despite escalating worries about the sustainability of the AI buildout and inflation, the S&P 500 Index rebounded nicely in Q2 after struggling in the first quarter of 2026.

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The End of an Era

Submitted by Group W - Investment Management on January 2nd, 2026

                                         "If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes.” – Warren Buffett

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

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