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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Fourth Quarter 2013

latest reportAfter more than a decade of sideways markets, investors were weary, but we concluded that equities offered an attractive investment vehicle, especially compared to other asset classes. 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.