Mountain Capital Management Inc

Overview

Mountain Capital Management Inc. is a small, owner-run investment advisory corporation that provides discretionary portfolio management mainly for individuals and small businesses. The firm charges fees as a percentage of assets under management and emphasizes equity exposure, using managed separate accounts and exchange-traded products as primary building blocks. Mountain Capital Management Inc does not position itself as an ESG-focused manager, does not serve as a pension consultant or capital allocator, and is concentrated in a single-state operating footprint. Investment activity centers on concentrated equity allocations—both exchange-traded equities and mutual fund sleeves—rather than broad derivative strategies or private market direct investments. The advisory mandate is discretionary, allowing the firm to implement model or client-specific portfolios across taxable and tax-advantaged accounts.

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Location & Offices