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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

Patience is a Virtue with Value

Submitted by Group W - Investment Management on October 7th, 2019

Well, we’ve had another quarter of steady gains in the U.S. equity markets.  The S&P 500 Index increased 1.2% during the quarter and is up 18.7% so far this year – the best three-quarter performance since 1997.

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Buyback Mania

Submitted by Group W - Investment Management on May 21st, 2019

Is this a good time to be a buyer of U.S. stocks?  Corporate boards certainly think so.  According to Standard & Poor’s, U.S.

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Outlook for 2019

Submitted by Group W - Investment Management on January 9th, 2019

The fourth quarter of 2018 proved to be one of the roughest on record for stock market investors with the S&P 500 Index falling 14%.  Market participants are expressing worry about the current economic outlook by selling shares indiscriminately.  Here is a brief list of the sources of investor angst:

 

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

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