Group W Investment Management

What Group W Investment Management does

Group W Investment Management LLC is a fee-only registered investment advisor founded in 2003 by Frederick J. Maxted, CFA, and headquartered in Bozeman, Montana. The firm provides active investment management and financial consulting to individuals, families, business owners, and small-to-midsized non-profit institutions including endowments and foundations, with a stated headcount band of 11-50 employees. Portfolio construction is fundamentally driven: equity selection uses traditional valuation metrics such as P/E ratio, profit margin, return on assets, dividend yield, and debt/equity ratios, while fixed-income mandates cover Treasuries, corporate and municipal bonds, and certificates of deposit.

The service offering spans retirement planning, tax-efficient investing, 401k/403b/IRA rollovers, Roth conversions, 529 plans, and Social Security optimization for individual clients, and IPS development, asset allocation, spending policy, and ESG mandate implementation for institutional clients. The firm is bound by the CFA Institute Code of Ethics through its principal's designation and operates on a recurring fee-only model with no commissions, structurally aligning the advisor to client outcomes.

The business is generated through direct relationships, the firm website, and content marketing including a recurring blog and investor newsletter. Client assets are managed on a discretionary or non-discretionary basis depending on engagement; no AUM, client count, or fee schedule is publicly disclosed. The model is a small, principal-led boutique with no external funding, no M&A activity, and no AI/ML-augmented capabilities referenced in available materials.

Name

Group W Investment Management

Legal name

Group W Investment Management LLC

Website

https://groupwinvestment.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Group W Investment Management is a fee-only registered investment advisor founded in 2003, providing fundamental equity and fixed-income portfolio management plus financial consulting to individuals, families, business owners, and non-profit institutions from Bozeman, Montana.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industry

Fee-Based Advisory (FSAEAAAM)

Keywords

• Investment management services
• Fee-only advisory
• Wealth management
• Equity portfolio management
• Endowment management

Headquarters

HQ city

Bozeman

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fee-only Investment Management: As a fee-only registered investment advisor, the firm charges fees for investment management services and financial consulting rather than earning commissions on financial products sold to clients. This model eliminates conflicts of interest from sales-based compensation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Group W Investment Management provides fee-only investment management and financial consulting services to individuals, families, business owners, non-profits, endowments, and foundations. The firm manages equity and fixed-income portfolios using fundamental analysis and valuation metrics, charging clients subscription-based fees rather than commissions.

Product overview

Group W Investment Management offers a suite of fee-only investment management services centered around its core Portfolio Management offering. The company provides two primary investment services: Equity Portfolio Management (selecting individual stocks based on fundamental analysis) and Fixed-income Portfolio Management (focused on capital preservation using Treasury securities, corporate bonds, municipal bonds, and CDs). These services are delivered to three client segments: individuals/families/business owners, and non-profits/endowments/foundations. All advice is unbiased and free from sales commissions or referral fee conflicts.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Core fee-only investment management service applying fundamental analysis and valuation metrics to manage client portfolios.
• Financial Consulting Financial consulting services delivered alongside portfolio management to individuals, families, business owners, non-profits, endowments, and foundations.
• Individual and Family Investment Management Targeted investment management service for individuals, families, and business owners, delivered on a fee-only basis with no commission conflicts.
• Non-Profit, Endowment, and Foundation Investment Management Investment management and consulting services designed for non-profit organizations, endowments, and foundations, supporting long-horizon, fiduciary-driven portfolio mandates.
• Equity Portfolio Management Active equity portfolio management using fundamental analysis and valuation metrics such as Price/Book Value and Price/Sales for clients across individual and institutional segments.
• Fixed-Income Portfolio Management Fixed-income portfolio management service provided alongside equity management to meet balanced-portfolio and income-oriented client objectives.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Fisher Investments: Large fee-only registered investment advisor serving individuals, families, and institutions with discretionary portfolio management. Comparable in business model (fee-only, active equity, RIA) but operates at substantially greater scale with global footprint.
• Carson Group: RIA platform and wealth management firm serving individual advisors and their clients. Overlaps with Group W's advisory services model and serves similar client segments, but at materially greater scale and as a platform for affiliated advisors.
• Edelman Financial Engines: Large fee-only financial advisory firm combining traditional advisors with a digital advice platform. Comparable in fiduciary orientation and individual/family client focus, but hybrid digital-plus-advisor model contrasts with Group W's traditional advisory approach.
• Personal Capital (Empower): Tech-enabled RIA combining digital tools with human advisors for affluent individuals. Comparable in active portfolio management and individual client focus, with a much stronger technology and digital dashboard offering.
• Mariner Wealth Advisors: National RIA providing investment advisory, financial planning, and institutional consulting. Comparable in serving individuals, families, and non-profits/endowments, but with significantly larger scale and broader service offerings.
• Creative Planning: Large fee-only RIA offering comprehensive wealth management, retirement planning, and institutional services. Directly comparable fee-only RIA model serving individuals and non-profits, but at much greater scale and geographic breadth.

Emerging players

• Facet Wealth: Digital-first fee-only financial planning and investment advisory firm. Comparable in fee-only fiduciary model and target individuals/families, but differentiates via technology-enabled remote delivery at lower price points.
• Betterment: Leading robo-advisor offering automated, low-cost portfolio management. Not a direct competitor in advisory services, but pressures Group W's pricing for the same retail investor wallet through a digital-first model.

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based portfolio management for individuals and families. Closely comparable in fee-only fiduciary model, active/passive blend approach, and target client segment.
• Aspiriant: Fee-only RIA providing wealth management and investment advisory to high-net-worth individuals and families. Closely comparable in fee-only fiduciary model, active portfolio management, and concentration on private wealth clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/group-w-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Group W Investment Management