High Country Capital Management

High Country Capital Management (HCCM) is a fee-only independent registered investment advisor, locally owned in Montrose, Colorado. With a rich history dating back to 1995, HCCM serves the Crested Butte, Gunnison, Montrose, Ouray, Ridgway, and Telluride communities. The firm is registered with the Colorado Division of Securities and is committed to providing objective and unbiased investment advice.

Our Business Focus

At High Country Capital Management, our primary focus is on providing comprehensive financial and investment planning services to individuals, business owners, corporations, institutions, qualified retirement plans, trusts, estates, foundations, and endowments. Our team of professionals is dedicated to helping clients achieve their financial goals and objectives, regardless of their risk tolerance or investment account size.

Our Approach

We take a customized approach to investment management, crafting unique strategies for each client based on their individual needs and circumstances. Our investment philosophy is built on a disciplined and systematic approach to investing, ensuring that our clients' portfolios are tailored to meet their specific goals and risk tolerance. We communicate regularly with our clients, providing comprehensive reports and quarterly review meetings to keep them informed and aligned with their investment objectives.

Our Services

Our comprehensive range of services includes:

• Financial & Investment Planning: We help clients create personalized financial plans that align with their goals and aspirations.
• Asset Allocation & Management: Our team of experts manages clients' investments, ensuring that their portfolios are aligned with their risk tolerance and investment objectives.
• Investment Consulting: We provide ongoing guidance and advice to help clients navigate the complex world of investments.
• Manager Research & Evaluation: We conduct thorough research and evaluation to select the best investment managers and strategies for our clients.
• Qualified Retirement Plans: We assist clients in creating and managing qualified retirement plans, ensuring that their retirement goals are met.
• Social Security Planning: Our experts help clients make informed decisions about their Social Security benefits to maximize their financial well-being.

Why Choose High Country Capital Management

As a locally owned and operated firm, we are committed to providing exceptional service and personalized attention to each and every client. Our team of professionals is dedicated to helping clients achieve their financial goals, and we take pride in our transparent and trustworthy approach to financial planning and investment management.