Invest with confidence.
Retire when you’re ready.
Know what’s next.
Handing over your portfolio can be nerve-wracking.
Whether you’re just getting started with investing, you’ve had a significant life change that’s thrown you for a financial loop, or you’ve been steadily building for years, it’s tough to know whom to trust with your financial future.
Are they really looking out for your best interests?
Are they taking unnecessary risks with your money?
Are their fees fair and your returns as healthy as they should be?
Life’s too short to feel stressed about your money and who’s taking care of it. At Blackmore, we believe you deserve to feel confident, in control, and cared for—every step of the way.
Whatever money issue you’re wrestling with, know this:You don’t have to figure it out on your own. Our financial advisors are here to help.
We lose sleep over this.
Too often, investment managers are more concerned with their own financial future than yours. That means they may guide you toward products (like mutual funds) that aren’t necessarily in your best interest—but that earn them high commissions.
We can’t stand to see good people being misled and ripped off by conflicts of interests like these.
That’s why our services are fee-based and transparent: 1.2% annual fee for assets totaling $150K-$1M or 0.9% for assets totaling $1M and up.
No hidden commissions. No ugly surprises. Just honest fiduciary guidance.
An advisor working in your best interest:
IS a Registered Investment Advisor, not a Broker.
Is NOT affiliated with a Broker-Dealer.
Does NOT offer proprietary mutual funds or separately managed accounts.
Does NOT receive commissions from investment products.
Does NOT attempt to "time" the market.
DOES partner with other trusted professionals outside their own scope of expertise.
DOES use a reputable, third-party custodian to hold your funds.
Free Download: 7 Questions to Ask When Choosing a Financial Advisor
Investment planning is about more than maxing out your IRA.
If you’ve worked with big-box advising firms in the past, you might be nervous about switching to a smaller team like Blackmore. Do we have the same level of financial expertise? Do we have access to as many investment opportunities? We actually have more to offer you.
The truth is, corporate institutions don’t pursue some of the more lucrative investment strategies simply because they’re too time-intensive. We just happen to think your financial future is worth that time.
Here’s how our investment management works:
#1
We assess your portfolio.
We determine if your returns are as high as they should be and ensure you aren't taking on unnecessary risk.
#2
We suggest changes.
With your risk tolerance at the forefront, we offer ideas to optimize your returns. We won't sell you anything that won't benefit you.
#3
You rest easy.
We keep an eye on your assets every day and rebalance when leading indicators suggest we should.
Hey! We’re Brock and Jen.
Few things make people feel more vulnerable than asking for assistance with their money. And it certainly doesn’t help that traditional financial planning is complicated and expensive.
We started Blackmore to solve that problem.
Our Bozeman, Montana-based team is whip-smart when it comes to protecting (and growing!) your money. But we don’t take ourselves too seriously, and we work hard to make the most complex financial concepts accessible—and even fun.
We’ve helped hundreds of people feel more confident and in control of their money, and we’d be honored to help you too.
Areas of Expertise
Portfolio Management
Commodity Strategies
Options Trading
Portfolios Targeted to Risk Tolerance
Low-Cost, Efficient Portfolios
Cash Management
Strategic Philanthropy
Higher Education Planning
Inheritance Management
Insurance and Risk Management Strategy