We are an independent investment management firm

We manage equity and fixed-income portfolios for high net worth individuals, family offices, regional advisory groups and institutional investors.

Investor Updates

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First Quarter 2015

latest reportAs we celebrate our 10th anniversary, we reflect on where we’ve been and where we’re going in this quarter’s Investor Update.  We are more committed than ever to our mission to honor the trust our clients have placed in us, knowing that in the asset management business, as in mountain climbing, momentary negligence can destroy a lifetime of trust. View this update


Our investment process and relationships are transparent so we can build credibility and earn your trust.


We are nimble by design. Efficient decision making helps protect and grow your wealth.


The firm's interests are aligned with our clients as an independant and fee based advisor.

Let's Work Together

We welcome a personal visit and look forward to the opportunity to learn more about your financial needs and interests while sharing what sets Matterhorn Capital apart.