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Mountain Pacific Investment Advisers, LLC

Updated today

Client assets under management

$830,062,025

Clients

290

65% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

73

High

Average account size

$2,862,283

About

Mountain Pacific Investment Advisers provides discretionary investment management and financial planning to a mix of individual clients (including high-net-worth individuals) and institutional clients such as trusts, estates, pensions, profit-sharing plans, corporations, charitable organizations, and foundations. Services described in the brochure include asset allocation and security selection, distribution planning for retirement or endowments, proxy voting, securities class-action claim filing, and coordinated work with clients’ legal and tax advisers.

The firm describes a bottom-up, fundamental investment process using a growth-at-a-reasonable-price (GARP) bias for equities, laddered maturities for fixed income, and a preference for broad-based index mutual funds or ETFs when appropriate; portfolios may follow model allocations or be customized and are reviewed at least annually and rebalanced as needed. Management is provided under discretionary Wealth Management Agreements, the brochure notes regular performance reporting to clients, and the firm states tax efficiency is not a primary consideration unless separately agreed.

Several features in the brochure are atypical for similarly sized team firms: Mountain Pacific reports roughly $933.7 million in regulatory assets under management with four advisors (placing AUM per advisor well above $200 million) and includes pensions and other plan clients that can encompass state or municipal entities. The brochure also discloses that the firm advertises performance results and hypothetical performance in its materials, and it describes ongoing operational relationships with Charles Schwab (including continued payment of Schwab participation/non-custody fees for previously referred accounts) and use of ISS for proxy voting and class-action claim services.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually

Other

Account minimum: $1,000,000

Main office location

Mountain Pacific Investment Advisers, LLC

877 West Main Street, Suite 704

Boise ID 83702, United States

Number of offices

1

Most active in

California · Colorado · Idaho · New York · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew L

Series 65

Boise, ID

Mountain Pacific Investment Advisers, LLC

Matthew Lindstrom is a financial advisor at Mountain Pacific Investment Advisers, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Suncor Energy from 2013 to 2017 before joining Mountain Pacific in 2017. Mountain Pacific Investment Advisers serves individual, high-net-worth, and institutional clients, including pensions, profit-sharing plans, corporations, and charitable organizations. The firm employs a bottom-up fundamental analysis and growth-at-a-reasonable-price approach to equity selection, alongside the use of broad-based index mutual funds and ETFs, managing approximately $1.75 billion across five advisors.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
user avatar

Nathan O

CFA®

Boise, ID

Mountain Pacific Investment Advisers, LLC

Nathan Oakley is a CFA® charterholder with seven years of experience at Mountain Pacific Investment Advisers, LLC in Boise, ID. He previously worked for PNC Financial Services Group for 15 years. Outside of his advisory role, he is the sole member of Camas Capital LLC, a real estate investment company. Mountain Pacific Investment Advisers serves individual, high-net-worth, and institutional clients, offering discretionary investment management and financial planning. The firm emphasizes bottom-up fundamental analysis and a growth-at-a-reasonable-price approach to equity selection, managing approximately $1.75 billion across five advisors.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
user avatar

Rashe E

Series 65

Boise, ID

Mountain Pacific Investment Advisers, LLC

Rashe Elliott is a financial advisor at Mountain Pacific Investment Advisers, LLC with one year of industry experience. Prior to joining Mountain Pacific, Elliott worked at The JR Simplot Company and Northrop Grumman. Mountain Pacific serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and non-continuous advisory services. The firm’s investment approach combines bottom-up fundamental analysis and a growth-at-a-reasonable-price equity strategy with the use of broad-based index funds and laddered fixed-income positions.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
user avatar

William P

Series 65

Boise, ID

Mountain Pacific Investment Advisers, LLC

William Palumbo is a financial advisor with Mountain Pacific Investment Advisers, LLC in Boise, ID. He holds a Series 65 designation and has 28 years of industry experience, including over four decades at Mountain Pacific. Mountain Pacific serves individual, high-net-worth, and institutional clients such as pensions, corporations, and charitable organizations. The firm employs a bottom-up fundamental analysis and growth-at-a-reasonable-price approach to equity selection, while favoring broad-based index funds and ETFs in pooled vehicles, and manages fixed-income positions using laddering strategies.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
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