An SEC Registered Investment Advisor

About Us

Teton Wealth Management, Inc. is a Jackson Hole, Wyoming based company founded on an objective, disciplined investment approach that occurs in the context of an accessible, personal relationship. We provide customized wealth management solutions for discerning individuals, families and trusts.

Our Core Services

Individual Portfolio Management
Our portfolio services are tailored to the unique objectives of each client with regard to all considerations. Our holistic approach begins with identifying your investment goals and market tolerance. We then construct and manage portfolios around your objectives and risk tolerance, using principles of modern portfolio theory and tactical asset allocation. Your diversified portfolio is designed to maximize returns while reducing risk. We also recognize that tax managed strategies are an important portfolio component. Accessible and on-going communication and service is central to our consultative investment approach.

Environmentally Responsible Investing
Upon request we can construct individual portfolios to maximize their exposure to positive environmental factors. We employ positive and negative screens to ensure these portfolios are invested in environmentally responsible funds. Current environmental criteria limit available investments compared with portfolios with no such restrictions. We believe environmentally responsible investing is an idea whose time has come and the industry will continue to respond and increase fund availability.

Additional Service

Wealth Management Strategies
Teton Wealth Management offers financial planning as an additional service to its core clients and their families, and on a limited basis to affluent individuals who don't yet meet minimum portfolio requirements.

Fee Schedule

Our market competitive fees are fully disclosed when the extent of portfolio management is discussed. You are not charged additional fees, nor is there a fee rate differential, for Teton Wealth Management's partnership with Miller/Russell & Associates. We are a fee-only firm and receive no income from commissions or sales charges.

Investment management account minimum: $500,000