Yellowstone Investment Planners, Inc.

Overview

Yellowstone Investment Planners, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and operates primarily in a non-discretionary capacity, working directly with clients to implement and manage portfolios rather than taking full discretionary authority. It does not position itself as an ESG investor and maintains a single-state, single-office footprint. Investment activity emphasizes exchange-traded equities as the largest component of client portfolios, supplemented by mutual funds and targeted alternative exposures in areas such as real estate and energy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices