Skip to main content

(406) 994-9321 info@groupwinvestment.com

  • Home
  • Services
    • Management & Advice
    • Individuals / Families / Business Owners
    • Non-profits / Endowments / Foundations
  • Company
    • Overview
    • Investment Philosophy
    • Ethics and Standards
    • Links and Resources
    • Contact
  • Principal
    • Principal
    • CFA Designation
  • Notes

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

 

Previous

 

Next

Home

Our Services

See how we may serve you today

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.

Subscribe to our Newsletter
 

Subscribe

Latest Blog Posts

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

  • Read more

Certainty and Doubt

Submitted by Group W - Investment Management on November 9th, 2025

Here is an interesting thought attributed to Bertrand Russell:

                “The whole problem with the world is that fools and fanatics are always so certain of themselves, and wiser people so full of doubts.”

  • Read more

Newsflash: The Stock Market Does Not Go Up in a Straight Line

Submitted by Group W - Investment Management on April 2nd, 2025

In the early weeks of 2025, equity markets continued the steady climb that had commenced two years ago, and the S&P 500 Index established an all-time high on February 19.  Since then, however, stocks have declined steadily with the S&P 500 finishing the first quarter down 4.6 percent.  Two factors seem to be contributing to the recent sell-off.

 

  • Read more

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

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

© 2026 Group W - Investment Management. All rights reserved.

Website Design For Financial Services Professionals