Bitterroot Capital Advisors, LLC (“BCA”) is an exclusive financial advisory firm. We serve a select group of clients with substantial assets who want the benefits of leading their desired lifestyles without undue risk.

“Being independent allows us to make the right decisions for clients, without bias. Bitterroot Capital Advisors does not invest or manage client funds.”

Our clients are unique and, as a result, the solutions we provide are custom-tailored. Our core capabilities can provide the peace of mind to allow you to protect and grow your wealth without hindering your lifestyle.

We are confidential, international and comprehensive. We are a registered investment advisor regulated by the S.E.C. in the United States, and the O.S.C. in Canada.

We provide advice, service and strategy, but do not offer money management, which eliminates an important conflict of interest. Our only interest is your wellbeing. And to help you get there, we provide the best possible advice. We call it unconditional advice.

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 people who want us to protect their wealth without hindering their lifestyle. We have no prescribed minimum asset size, however client resources should economically justify the customized, personal attention that we provide.

“With a handful of select private clients, BCA’s very personalized—and exclusive—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 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 get results.

When you work with us, you have the power of the team and the ongoing attention of our senior-level executives. We are experts at integrating the advice of other specialists, such as tax, legal and banking, into our strategies—whether such advice is from existing relationships or from those whose expertise we might recommend as a complement. To this mix we add best-in-class investment managers.

Either way, we have the expertise and wisdom to provide the best advice possible.

We avoid real or perceived conflicts of interest. 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. We exist so 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.

Since none of our clients have the same needs, we do not have a one-size-fits-all menu of services. We strive, however, to give all of our clients peace of mind.

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

To achieve that, we customize our services to fit your needs. Naturally, there are some areas where most clients seek our advice and involvement. These include:

• Developing financial goals and asset allocation targets
• Setting realistic investment, spending and other plans
• Developing and implementing practical strategies for achieving those goals
• 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, classes and currencies
• Evaluating and managing portfolio liquidity
• Developing risk management strategies

Some clients ask us to help in other ways:

• Devising and executing strategies related to concentrated/restricted equity positions, including managing risks associated with such positions
• Acting as trustee or trust protector
• Structuring/negotiating capital markets transactions and private investment placements
• Addressing other issues, including unusual and unique financial matters

In delivering our services, we are not compensated by any third parties. We work only for you.

We are not for everyone and we are proud of that distinction. We look for a select group of individuals whose financial position and personal preferences enable them to thrive while working with us. If you have questions, please call or email us to set up a confidential exploratory consultation.

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

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