Broker Check

                Crested Butte Gunnison Montrose Ouray Ridgway Telluride

Colorado Financial Advisor | High Country Capital Management

970-249-3499
jason@hccm.com

Our Firm

High Country Capital Management (HCCM) is an independent registered investment advisor, locally owned in Montrose, Colorado. HCCM serves the Crested Butte, Gunnison, Montrose, Ouray, Ridgway and Telluride communities.The firm was established in 1995 and is registered with the Colorado Division of Securities. HCCM may only transact business in Colorado and those other states in which it qualifies for an exemption or exclusion from registration requirements.

Our Business Focus is:

  • Financial & Investment Planning
  • Asset Allocation & Management
  • Investment Consulting
  • Manager Research & Evaluation
  • Qualified Retirement Plans
  • Social Security Planning

High Country provides objective and unbiased investment advice. We do not accept commissions or any other form of compensation from anyone other than our clients. We prepare investment strategies which are unique to each client, based on their risk profile. Once a strategy is implemented, we communicate regularly with our clients with comprehensive reports and quarterly review meetings.

Client Profile

High Country Capital Management's clients include individuals, business owners, corporations, institutions, qualified retirement plans, trusts, estates, foundations and endowments. Each client has different:

  • investment objectives and constraints
  • ability or desire to take risk
  • existing investment accounts
  • tax structures

Consequently, our recommendations are client specific and vary widely within our client base.