Mountain Capital Management Inc

Mountain Capital Management provides discretionary portfolio management to individuals, trusts, and estates, developing personalized investment policies and managing portfolios that may include stocks, bonds, exchange‑traded funds and options. The firm reports managing approximately $66.8 million for a small number of client relationships and charges advisory fees based on a percentage of assets.

Investment decisions are informed by fundamental, technical and cyclical analyses, mutual fund/ETF manager review, and a preference for long‑term purchases supplemented by option strategies such as covered calls for hedging or income. Accounts are managed in accordance with each client’s stated objectives and risk tolerance, reviewed at least monthly, and clients receive quarterly reports summarizing performance and holdings.

Compared with many independent advisers, MCM’s client base skews toward higher‑net‑worth relationships: the firm’s $750,000 minimum and reported client mix indicate it does not maintain non‑HNW individual clients and serves a very small, concentrated set of accounts. Other distinguishing features include use of Fidelity’s custody and platform services (including access to research), an explicit policy of not voting client proxies, and a long operating history under sole ownership.