Bear Mountain Capital Inc.

Bear Mountain Capital Inc., established in August 2009 and located in Seattle, WA, offers wealth management investment advisory services to individuals, small businesses, and institutions. The firm, led by CEO Joe Day, a Chartered Financial Analyst, provides financial planning, portfolio management, and private fund investment advisory services. Clients receive personalized financial goal analysis, portfolio implementation, and periodic reviews. The firm operates on a discretionary basis, managing assets based on client goals and objectives. Bear Mountain Capital charges asset-based fees ranging from 0.35% to 1.00%, depending on the tier of assets under management. Hourly financial planning services are also available. The firm acts as a fiduciary, prioritizing clients' interests. Investment strategies are rooted in Modern Portfolio Theory, focusing on diversified portfolios with a long-term investment horizon. Clients have investment discretion, and the firm does not charge performance-based fees. Bear Mountain Capital serves individuals, high net worth individuals, institutions, and private investment funds. The firm does not vote proxies for advisory clients and does not receive economic benefits from external sources. Clients receive quarterly statements from the custodian holding their assets. Bear Mountain Capital does not vote proxies for advisory clients and does not receive economic benefits from external sources.