RIA Rankings 2018

Financial Advisor • July 5, 2018
Bitterroot Capital Advisors is ranked #22 in the Top 50 Fastest-Growing Firms, in the Financial Advisor magazine survey and ranking of Registered Investment Advisors in the US. Click here for the full rankings online.


Top Financial Advisors 2018

Financial Times • June 28, 2018
Bitterroot Capital is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list. Click here to read more.


Biggest RIA Gainers 2018

Investment News • June 9, 2018
Bitterroot Capital has grown significantly in the past year, now ranking 11th fastest growing among $1B+ fee-only RIAs. Investment News ranked fee-only RIAs by year-over-year growth in total assets.
Click here to read the full rankings.


CFA Society Spokane Global Society Excellence Award

May 16, 2018
CFA Society Spokane has been recognized by CFA Institute as the 2017 recipient of the Most Outstanding Society with less than 110 Members at its annual conference in Hong Kong. The award recognises the work and dedication shown by the society in serving its members and the investment profession. “We are honoured to receive the Most Outstanding Society award this year,” said Eric Flynn, President of CFA Society Spokane. “As a member society of CFA Institute, we are dedicated in our efforts help build the next generation of investment professionals, to serve our members and promote the highest standards of ethics, education, and professional excellence. We are proud of the recognition shown by CFA Institute for our commitment to supporting the organisation’s mission.” Learn more about the CFA Institute and CFA Society Spokane.


CFA Society Spokane Annual Dinner

March 8, 2018
Eric Flynn, CFA hosted the annual CFA Society Spokane forecast dinner in Bozeman, MT on March 8th bringing together financial professionals from all across the region to listen to Paul Smith, CFA (President and CEO, CFA Institute), Carol Schleif, CFA (Deputy CIO, Abbot Downing), and Nick Krsnich (CIO, JMN Investment Management). Learn more about the CFA Institute and CFA Society Spokane.


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