Bitterroot Capital Advisors (“BCA”), LLC is an independent financial advisory firm addressing the needs of select private clients with substantial assets.
We provide objective advice and assistance in managing wealth. Our core capabilities lie in dealing with complex financial and investment issues – developing custom tailored solutions and assisting with their execution to help clients achieve their long-term financial objectives.
BCA is a registered investment advisor regulated by the S.E.C. in the United States and in Canada by the O.S.C.
We offer completely confidential, highly personalized service in developing integrated solutions to address a comprehensive range of issues, often involving:
- Investment Objectives & Strategy
- Public & Private Investment Holdings
- Asset Allocation & Risk Management
- Investment Manager Selection, Due Diligence & Monitoring
- Income Tax & Trust/Estate Matters
- Comprehensive Financial Reporting
Although our advice often involves helping clients select and evaluate portfolio managers and investments, BCA does not custody client assets, nor do we invest or manage client funds ourselves.