Inukshuk Investments is a Montana investment advisor firm with clients nationwide. In addition to our financial planning Missoula services, our Montana investment advisors provide personal investment advice and custom portfolio management to a broad range of clients. Our independent financial advisors construct each investment portfolio based on our client's objectives, time horizon, and risk tolerance. Security selection is on a discretionary basis and custom-tailored to each client's goals.
Investment management and wealth preservation is fraught with risks at just about every step of the process. Choosing a Montana investment advisor or financial advisor in Missoula should not be the most risky decision for an investor, but it often is because of conflicts of interest, limited disclosures, and investment advice that is biased by commission incentives.
We formed Inukshuk Investments to eliminate those risks. As an independent Montana financial advisor, registered under the 1940 Investment Advisor Act, we have a fiduciary duty that binds us to do what's right for the client - every step of the way. Our Montana investment advisor firm does not receive commissions. Our financial advisors in Missoula do not sell products. Our independent investment advisors in Missoula do not subscribe to the "hybrid" broker model that circumvents the fiduciary standard of the 1940 Investment Advisor Act. Every Missoula investment advisor at Inukshuk has a duty to treat each client with a fiduciary standard of care - meaning the client's interests will always be first. It is written into every client agreement.
Inukshuk offers investment supervisory, custom portfolio management, and financial planning services for individuals, foundations, endowments, and institutions. Our fee-only independent financial consultants in Missoula offer unbiased, objective financial advice based on an hourly fee. Missoula financial advisors will tailor independent financial advice to meet your needs, including budgeting, retirement planning, credit and debt planning, quarterly investment guidance, or if insurance is right for you (we do not sell insurance, so there is no conflict!).
With Inukshuk, every client can be assured they are receiving a standard of care unparalleled in the industry, underwritten by the fiduciary standard of our RIA business model and the high ethical standards of the CFA designation (Chartered Financial Analyst).
With us, you know you are on the right path!