Investment management firms in Montana invest equities, income securities, real estate and derivative products. Managers of MT investment services are the customers that represent the "buy side" of the investment business while investment bankers are on the "sell side."

Montana investment services are categorized by the type of asset they manage. Investment management firms in Montana may dedicate themselves to a specific client base while others serve all client types, including businesses that have assets to invest.

You must be able to identify the following three basic types of investments when you select a Montana investment firm:

1. Hedge funds typically invest in public securities or their financial derivatives and come from members of private partnerships. A Montana investment management company may use many strategies for making a profit.

2. Mutual funds typically come from individual investors that do not have a high net worth. Montana investment firms combine the individual contributions and invest them as a single asset.

3. The basis for institutional funds is pensions, endowments and foundations for non-profit organizations. These types of MT investment services must adopt a more conservative investment strategy than for mutual funds.

Action Steps
The best contacts and resources to help you get it done

Locate a company for investment management in Montana that seeks long-term results

Creating a highly diversified portfolio to minimize the risks is the goal for these investment firms. Montana investment managers for these portfolios should pick stocks with a high earnings potential and a value that is not reflected in their current prices.

I recommend: Complete the form at Retirement Job Center and a single agent licensed to sell retirement planning services in Montana will contact you. Use Prudential for a variety of investment management services, including retirement planning. You can find an agent in your area by entering your zip code or city and state at Prudential’s website.

Select investment management in Montana that caters to wealthy investors

Wealthy clients often need an investment plan customized to their unique needs. An investment management firm with experience working with affluent clients will work closely with their financial advisers to increase each client's worth over the long-term.

I recommend: Wealth management is one of the core businesses of Wachovia. You can locate its nearest financial center by entering your city and state or zip code on its website. Country Financial has specialized experience in serving clients who have attained sudden wealth. You can find the nearest agent with the search form on its website.

Select Montana investment services to support local businesses

Local money managers are best able to select the businesses in your area in which to invest your funds. That local knowledge will put your money to good use, not only increasing your own worth, but helping other local business owners expand and prosper as well.

I recommend: Stephen R. Hample in Bozeman provides investment management services primarily for Montana residents and specializes in estate planning and retirement planning. The Montana Community Foundation is in Helena and specializes in funds management for philanthropic organizations.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  You should use the type of invested assets to predict the performance of long-term investments. For example, Montana investment management firms usually hold that the investment of equities produces a higher return than bonds, which in turn are more profitable than cash. Financial theory predicts this because equities have a higher risk than bonds, which are more volatile than cash.