Bitterroot Capital Advisors, LLC (“BCA”) is a selective financial advisory firm. We serve a small group of private clients with substantial assets. Our clients seek planning and execution services for the long term to support their needs today without unduly risking their investment goals for the future.

“Being independent allows us to make the right decisions for clients – without bias. Therefore, Bitterroot Capital Advisors does not directly invest client funds. Among our many roles, we identify, recommend and monitor best-in-class investment strategies from around the globe.”

We solve problems. Each of our clients is unique, and as a result, the solutions we develop and deliver are custom-tailored. Our core investment and financial expertise can provide peace of mind to our clients, as they are confident their specific circumstances and needs are an integral part of the plan.

BCA is confidential, international and comprehensive in scope. Registered as investment advisors in the United States (with the SEC) and in Canada, we serve clients in several countries, without a home-country bias.

We provide advice, service, strategy and solutions, but do not offer “money management” services, eliminating a common source of conflicts of interest.  Our sole focus is our clients’ well-being –  the pursuit of which rests on our promise to provide unconditional advice – informed, objective and independent – that’s solely in our clients’ best interests.

We work with people who desire and can benefit from our singular approach. From this potential group, we select those with whom we can develop lasting relationships. We look for those who want us to protect their wealth while supporting their lifestyle and charitable interests. BCA has no prescribed minimum asset size; however, client resources should economically justify the customized, experienced, personal attention that we provide.

“With a handful of select private clients, BCA’s very personalized services are not for everyone. We are fully accountable and believe in applying judgment to produce results, not promises.”

We provide exquisitely tailored service, but we differentiate ourselves by providing unparalleled, multi-disciplinary advice. We have a diverse team, with complementary areas of expertise that enables us to provide a comprehensive range of services, pursue worldwide investment opportunities, solve problems and deliver results.

When working with BCA, clients have the ongoing attention of our senior-level executives and the power of the entire team. We are experts at integrating the advice of other specialists – such as tax, legal and banking – into our strategies, whether such advice comes from existing client relationships or from those whose expertise we might recommend to complement existing resources and networks.

Either way, we have the expertise and wisdom to source, select and coordinate the best advice possible. And to this mix we add best-in-class investment managers from around the globe.

We avoid real or perceived conflicts of interest. To repeat, we do not manage money; nor do we have affiliations with fund managers or brokers. We do not accept commissions, rebates or consideration from third parties.

Our income comes directly from fees. Our role is to ensure that our clients are well informed and their financial futures are wisely protected. We are fully accountable and believe in applying judgment to produce results, not promises.

As none of our clients has precisely the same needs, we do not have a one-size-fits-all menu of services. We strive, however, to provide peace of mind for all of our clients.

“We offer unconditional advice and the highest level of service.”

• Developing financial goals and asset allocation targets
• Setting realistic investment, spending, cash flow and other plans
• Developing and implementing practical strategies for achieving those goals
• Building portfolios that improve forward-looking risk-adjusted investment returns
• Identifying, evaluating, recommending and monitoring third-party investment managers and direct investments

• Incorporating income tax considerations with investment strategies to enhance net client benefits
• Reporting on consolidated investment performance, asset values and exposure across all holdings, accounts, entities, asset classes and currencies
• Evaluating and managing portfolio liquidity
• Developing risk management strategies

BCA is not for everyone – and we are proud of that distinction. We look for a select group of individuals (and their entities) whose financial position and preferences enable them to thrive while working with us.

We welcome your interest. Please call or email us to set up a confidential exploratory consultation. Founded in San Francisco, our headquarters has been based in Bozeman, MT since 2000.

Bitterroot Capital Advisors, LLC
118 East Main Street
Bozeman, Montana 59715
USA

Phone: +1 406.556.8200
Fax: +1 406.556.8203
asm@bitterrootcapital.com