Mountain Capital Investment Advisors Inc

Mountain Capital Investment Advisors, Inc. is a registered investment advisor founded in 2011 and registered in 2017. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations, acting as a fiduciary. Services include wealth management and investment management, with a focus on long-term strategies using diversified mutual funds and ETFs. The firm's investment strategies are tailored to each client's goals, risk tolerance, and financial situation. Mountain Capital does not accept proxy voting authority and manages approximately $744,700,000 in client assets as of December 31, 2024. Fees for advisory services are based on a tiered schedule, with the first $1,500,000 charged at 1.50% annually and negotiable rates for amounts above that. The firm does not engage in performance-based fees or side-by-side management. Mountain Capital does not compensate for client referrals and does not accept custody of client funds except for limited purposes. The firm has a comprehensive privacy policy in place to protect clients' personal information and maintains strict security measures. Clients can limit the sharing of their personal information for certain purposes. The firm provides annual updates of its privacy policy and will notify clients of any material changes. For more information, clients can contact Mountain Capital at (720) 500-0050 or [email protected].