Great Mountain Capital Management LLC

Great Mountain Capital Management provides discretionary investment management and financial consulting to a broad client base that includes individuals as well as institutional and corporate entities such as pension and profit‑sharing plans, charitable organizations, corporations, municipalities, insurance companies, banks, sovereign funds and other investment advisers. Services span portfolio management of individual equities and fixed income, mutual funds and ETFs, along with separate financial planning and hourly consulting engagements for non‑investment matters.

The firm’s investment process combines fundamental stock screening with technical analysis and market‑timing decisions, and it constructs portfolios to align with each client’s documented risk profile. Trading frequently involves options and exchange‑traded products and, in managed accounts, the adviser may employ leverage and derivatives strategies — including uncovered option positions and stop‑loss discipline — to pursue its objectives.

Notable features that differentiate the firm from many peers include its acceptance of institutional and government mandates alongside individual and charitable accounts, and its willingness to manage assets for other advisers and institutional entities. The use of derivatives and margin in separately managed accounts and an explicit market‑timing/technical focus are also less common practices among independent advisory firms.