The View from Bear Mountain

Bear Mountain Capital believes that investing requires a long-term focus. We also believe the best investment approach minimizes taxes and fees. We focus on a time-proven investment approach: well-defined strategic asset allocation, diversified investment mix, tactical decision-making, and a focus on the long-term objective.

We also believe that there can be unique investment opportunities in non-traditional markets, such as private real estate lending, direct residential or commercial real estate investing, as well as private equity or commodities investments. If an opportunity presents itself in one of these areas, Bear Mountain Capital applies a thorough due-diligence process to determine if it can provide real return and diversification benefits to our clients.

Investing is not the goal, but a means to an end. Our approach is to identify our clients’ goals and create an investment strategy to help them achieve those goals.

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