Investment Management

As a full-service firm, the current legislative and market climates, as well as the tax, estate, risk, return, and cost implications for each investment, are all taken into consideration.  A unique, comprehensive approach of providing a team and strategic alliances of Investment Advisors, Financial Planners, Insurance Advisors, Accountants, and Attorneys helps clients meet their personal and professional goals.  All aspects of enhancement, protection, transfer, and donation of clients' wealth are facilitated

At Glacier Wealth Management, we take a disciplined, research-driven, and math approach to investment management—combining institutional-quality strategies with the personal attention of an independent advisory firm.  Every investment decision is guided by our commitment to balance opportunity and risk while aligning your investments with your goals, time horizon, and tolerance for volatility.

The portfolios we utilize are built on broad diversification, risk management, and strategic asset allocation, complemented by the selective use of "alternative investments" and "insurance-based strategies".  These additional tools help manage volatility, enhance returns, and create stability through varying market conditions.

Wealth management varies from person to person.  We focus on discovering and achieving what matters to you, providing distinct solutions to address the financial complexities in your life —fears, concerns, and goals — and keeping those solutions relevant over time.

We believe the volatility, tax, estate, and investment landscape is critical in every investment consideration.  Some questions that must be addressed while determining your optimal investment portfolio include:

• What are your retirement goals?
• What are your investment objectives?
• What is the tax impact of your investments, and do you have enough income to cover taxes in retirement?
• What is your risk tolerance, and does your portfolio reflect it?
• What are the costs and fees associated with your investments?
• Is your portfolio diversified adequately across asset classes and strategies?
• Is your current portfolio appropriate for today's changing economic and legislative environment?
• Are there new investment products that may offer better features, returns, or flexibility?
• What are the financial strength ratings of your current funds, stocks, bonds, and annuities?
• Are you using strategies that guarantee increasing income for a single or a joint lifetime you can never outlive?

Offering an advisor relationship grounded in trust, integrity, and collaboration, Jamison R. Banna—as an Investment Advisor Representative, Registered Representative, Tax Advisor, and Insurance Producer—leads a team dedicated to providing comprehensive wealth management for individuals, families, corporations, qualified retirement plans, partnerships, and non-profit organizations.

We work with anyone who values expert guidance and seeks to achieve meaningful, long-term financial objectives.  Discover a place where the process is clear, the strategies are personalized, and you feel invested in both the journey and the outcome.