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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Third Quarter 2014

latest reportIn the five years since the economic recession, the U.S. equity market has handily surpassed pre-recession levels of price, earnings and by some measures, valuation.  We anticipated that the market was susceptible to short-term corrections at the end of last quarter and reviewed what may cause a pull-back in our Investor Update.  The last two weeks confirmed our thinking; however, we remain of the opinion that current fears do not impact long-term fundamentals. 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.