High Country Capital Management is a fee-only independent registered investment advisor with offices in Vail, Montrose and Grand Junction, Colorado. HCCM serves the Colorado communities of Vail, Avon, Edwards, Eagle, Crested Butte, Montrose, Telluride, and Grand Junction, as well as communities across the state and nation.
Since 1995, HCCM has provided individuals, families, and institutions with unbiased, professional investment planning and advice. The firm is dedicated to helping clients achieve their financial and investment goals. We employ a disciplined, systematic investment approach that includes quarterly investment review meetings.
Since 1995, HCCM has provided individuals, families, and institutions with unbiased, professional investment planning and advice. The firm is dedicated to helping clients achieve their financial and investment goals. We employ a disciplined, systematic investment approach that includes quarterly investment review meetings.
Services
High Country Capital Management (HCCM) is an independent registered investment advisor, locally owned in Montrose, Colorado. HCCM serves the Crested Butte, Gunnison, Montrose, Ouray, Ridgway and Telluride communities. The firm was established in 1995 and is registered with the Colorado Division of Securities.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
This is particularly important given the current investment environment and the prospect of rising interest rates in the years to come. We expect that investors utilizing a buy and hold strategy will have returns that they will likely find unacceptable over the next five to ten years.
HCCM actively manages client portfolios, adjusting over short periods of time the allocation of the portfolio among asset classes within specified ranges defined in the Investment Policy Statement.These "tactical" adjustments are accomplished by over- or under-weighting the portfolio's exposure to various asset classes e.g.
HCCM actively manages client portfolios, adjusting over short periods of time the allocation of the portfolio among asset classes within specified ranges defined in the Investment Policy Statement.These "tactical" adjustments are accomplished by over- or under-weighting the portfolio's exposure to various asset classes e.g.
High Country Capital Management does not have investment minimums. We feel individuals at all asset and income levels should have access to sophisticated and unbiased personalized investment advice. We meet with clients regularly and at least on a quarterly basis when we produce our performance reports.
As part of a thoughtfully constructed portfolio, alternative investments have the potential to provide above average returns and could even reduce risk because they are less likely to move in tandem with stocks and bonds. Simply put, alternative investments are just that - alternatives to traditional stock, bond and cash investments based on the fact that they tend to behave differently in a portfolio.
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