Inukshuk Investments

Inukshuk Investments is an independent registered investment advisor (RIA) firm based in Montana, dedicated to providing objective and personalized financial guidance to clients across the nation. We are inspired by the Inukshuk, traditional rock cairns used by the indigenous peoples of the Arctic to mark trails, guide travelers, and ensure their safe return. Just as the Inukshuk guides its followers, our team of experts is committed to guiding you through the complex terrain of financial markets, helping you achieve your financial goals and secure your financial future.

Our Mission

At Inukshuk Investments, our mission is to empower individuals, families, foundations, and institutions to make informed financial decisions that align with their unique circumstances and aspirations. We believe that true financial success is not merely about growing wealth, but about building a secure and fulfilling future. We strive to foster long-lasting relationships with our clients, built on trust, transparency, and a deep understanding of their individual needs.

Our Philosophy

We operate under a strong fiduciary duty, ethically obligated to act in the best interests of our clients at all times. Unlike many traditional financial institutions, we are fee-only advisors, meaning we do not receive commissions or earn bonuses based on the products we sell. This ensures that our advice is unbiased and solely focused on your financial well-being. Our investment strategies are tailored to each individual client, taking into account their specific objectives, risk tolerance, and time horizon.

Our Services

We offer a comprehensive suite of financial services, designed to meet the diverse needs of our clients:

• Investment Supervisory and Portfolio Management: We develop and manage customized investment portfolios that align with your financial goals. Our expert analysts conduct thorough research and actively monitor market trends to make informed investment decisions on your behalf.

• Financial Planning: Our team works with you to create a comprehensive financial plan that addresses all aspects of your financial life, including retirement planning, estate planning, tax optimization, and risk management. We take a holistic approach, ensuring your financial plan is aligned with your overall life goals.
• Specialized Services: We also offer specialized services, such as strategic planning for businesses, and collaborative divorce financial planning.

CFA Expertise

Our team of advisors are distinguished by their credentials and experience. Led by Geoff Gilbert, our founder, who holds a Master of Science degree and the prestigious Chartered Financial Analyst (CFA) designation, our firm is committed to the highest standards of professional excellence. The CFA designation reflects our deep understanding of financial markets, investment analysis, and portfolio management.