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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Second Quarter 2014

latest reportWhere is the top? When we reviewed our bullish stance on equities six months ago, we remained positive in our outlook. Historical market behavior led us to predict that valuations would continue to expand past long-term averages, but we also expected that earnings disappointments would create a bumpy ride to positive returns. Our outlook was directionally accurate; however, market returns were delivered with less volatility than we expected. View this update

Transparent

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

Nimble

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

Aligned

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.