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 2014

latest reportWe often field questions regarding cash holdings in our portfolios, especially when markets are strong. Following a robust market in 2013 and as part of our inwardly focused theme that we started last year, we use this quarter to answer common questions regarding cash positions in portfolios that we manage. 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.