Bear Mountain Capital Inc.

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Seattle, United States

bearmountaincapital.com
Financial planner· Investment Management· Investment service

Bear Mountain Capital Inc. Reviews | Rating 3 out of 5 stars (5 reviews)

Bear Mountain Capital Inc. is located in Seattle, United States on 2001 6th Ave #2401. Bear Mountain Capital Inc. is rated 3 out of 5 in the category financial planner in United States. Disclosure: The investment adviser, salesperson or representative in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration. Bear Mountain Capital, Inc. is located in Seattle, WA. Our investment approach is based on a top-down, global macroeconomic perspective that considers global economic and market conditions to construct well-balanced, well diversified global portfolios. At Bear Mountain Capital, Inc. we manage investments for individuals, trusts, and small businesses. We create tax-efficient, cost-effective investment solutions for all our clients. When appropriate, we partner with estate planning attorneys, CPAs and mortgage lenders to facilitate holistic solutions for our clients. Joe Day, Chief Executive Officer, founded the firm after spending many years advising high net worth clients with UBS Wealth Management. Joe has obtained his Chartered Financial Analyst (CFA) designation, as determined by the CFA Institute. He has a degree in Business Administration, with a major in Finance, from Gonzaga University.

Address

2001 6th Ave #2401

Phone

+1 2066902811

Company size

1-10 employees

Headquarters

Seattle, WA

Founded

2009

Amenities

Toilets

Accessibility

Wheelchair-accessible entrance

Open hours

...
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