Customized strategies
Portfolio Management
Your investment strategy should feel clear and concise. It should not feel like a weekend at the craps tables in Vegas. At Bear Mountain Capital, we build steady, strategy-driven portfolios that aim to keep your financial life on track, no lucky dice required.
Our job is to make your money work smarter, not harder. We build portfolios grounded in evidence, aligned with your goals, and adjusted as your life evolves. No market timing, no crystal balls, just thoughtful, strategic investing with a steady hand. We’ll help you build, preserve, and grow your wealth with confidence, no financial drama, no panic selling, just smart moves forward.
Our Core Portfolio Approach
We take a clear-eyed approach to portfolio management that blends strategy with simplicity. Every portfolio we build is customized to your life goals, time horizon, and tolerance for risk (even if your tolerance drops a bit when the market wobbles). Our core portfolios are built with diversified, low-cost index-based ETFs that don’t come with flashy promises but deliver where it counts: long-term performance. We actively monitor and adjust when needed, rebalancing, optimizing for taxes, and keeping you on course without unnecessary churn. And because we believe in full transparency, we’ll always explain what we’re doing and why, with minimal jargon and maximum clarity.
Alternative Investment Strategies
Our approach to investing is dynamic. We continuously seek opportunities beyond traditional markets, offering thoughtfully selected alternative investments without mystery or excessive fees. Our current focus is providing access to private direct lending and multi-family real estate, two areas where disciplined structure and due diligence pay off. On the lending side, we partner with fund managers who lend to borrowers backed by income-producing assets. These short-term, collateralized loans offer attractive risk-adjusted returns. On the equity side, we invest through strategic partners in professionally managed, cash-flowing multi-family properties with strong fundamentals and long-term appreciation potential. Every opportunity is vetted with the same rigor we apply to client portfolios: thoroughly, cautiously, and always with your best interest in mind. These alternatives add valuable diversification and relief from daily market volatility.
Sustainable & Socially Conscious Investing Options
We understand the desire to reflect personal ethics and values through investing. Whether you’re passionate about climate change, social justice, or supporting companies that strive for good, we’ll help deliver a strategy that aligns with what you care about. We start at the asset-class level to maintain the broad market exposure we believe is necessary for investment performance that will meet your goals. We then select funds that use the ESG screening framework (Environmental, Social, Governance) to ensure your money is invested with a socially mindful approach. The results allow you to be a conscious investor while maintaining a diversified, tax and fee-efficient portfolio. We believe value and values do not have to be mutually exclusive.
Your Partners in Portfolio Management
Let’s chat and
we’ll help make it make sense.
We’re here for people who are serious about working toward financial security. We promise, less jargon and no pressure, just real conversations about your money goals.