Inukshuk Investments is a registered investment advisor based in Missoula, Montana, founded by Geoffrey Edward Gilbert. The firm offers ongoing portfolio management tailored to each client's specific goals, risk tolerance, and time horizon through an active investment strategy. Inukshuk Investments constructs personalized portfolios using a wide range of securities, including stocks, bonds, exchange-traded funds, mutual funds, real estate investment trusts, and options. In addition to managing investments, Inukshuk Investments provides financial planning and consulting services covering retirement planning, divorce guidance, college savings, business valuations, and tax concerns. The firm works with individuals, high-net-worth clients, businesses, trusts, and retirement plans, typically requiring a minimum account size of $200,000, though this minimum can be negotiated based on client circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000. Fees are calculated from average daily balances and paid quarterly in arrears.