Inukshuks are rock cairns used by the native people of the far north to guide them to hunting grounds and help bring them home safely. The experts at our firm will help guide you to your destination through the unpredictable elements of the financial markets. Inukshuk Investments is a Montana investment advisor firm with clients nationwide.
In addition to our financial planning Missoula services, our Montana investment advisors provide personal investment advice and custom portfolio management to a broad range of clients. Our independent financial advisors construct each investment portfolio based on our client's objectives, time horizon, and risk tolerance.
In addition to our financial planning Missoula services, our Montana investment advisors provide personal investment advice and custom portfolio management to a broad range of clients. Our independent financial advisors construct each investment portfolio based on our client's objectives, time horizon, and risk tolerance.
Services
Inukshuk Investments is a Montana investment advisor RIA firm with clients nationwide. Our Montana investment advisors provide wealth management, investment supervisory, and custom portfolio services to a broad range of individual and institutional clients. Our independent financial advisors provide personal investment advice and custom portfolio management tailored specifically to each client's objectives, time horizon, and risk tolerance.
Our Missoula financial planning advisors provide guidance and consultation to a broad range of Montana and national clients. Financial planning Missoula services are offered by our independent fee-only financial advisors in Missoula, Kalispell, Hamilton and Western Montana. Missoula financial planning will be tailored to meet your needs, including budgeting, retirement planning, debt planning, or quarterly investment guidance.
The broker exemption from the 1940 Investment Advisor Act allows for a lower "suitability standard" for most of the national money management firms. This allows for limited disclosures, conflicts of interest, and advice that is biased by commission incentives (see 2011 SEC study calling for Uniform Fiduciary Standard and the recent 2015 Presidential Report on conflicted investment advice).
Geoff Gilbert is based in Missoula and has clients nation-wide. He is an avid investor, entrepreneur, and urban farmer aspiring to change the world by cultivating sustainable business investments for the benefit of all. Geoff started his first company when he was eleven and bought his first stock after the market crash in late 1987 at 14 years of age (and still owns it today).
Many investment management and financial planning firms claim objective, conflict-free advice. But how can the advice be truly objective when their advisors are receiving commissions or are encouraged to sell proprietary products? Truth is, it can't be. At Inukshuk, we do not receive commissions. We do not sell products.
Reviews (3)
Cheryl Fisher
Jan 11, 2020
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My husband and I have been working with Geoff for several years now. We check in with him about every year or every other year with our financial information. He has helped us come up with a clear path to retirement by assessing all of our 401K and Roth accounts, our mortgage, and helping us paint a realistic picture of what our retirement expenses might be, based on our expenses today. It's really helpful to write it all out and understand what we need to be saving. We're in our late 30's and while I know we have plenty of time, it's comforting to know we're in a good place. He's given us good
Laura Bracken
Dec 08, 2019
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I've been looking quite a while for an trustworthy financial advisor who would put my interests first, whose paycheck didn't depend on what funds I chose or what stocks I traded. My husband and I also need to make the transition into retirement, moving from a very aggressive equities portfolio into something less risky. I had ideas of what to do but I was paralyzed, struggling to make the decisions. Geoff helped us go through the process of creating a budget, projecting our expenses during retirement, putting together a financial plan, and adjusting our investments into a less aggressive mix. We
Meri Althauser
Jun 17, 2019
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