Building a Relationship
Our greatest asset is our client’s trust.

Our People

Investment Philosophy
Values from the West shape our value investment philosophy.

Our Investment Philosophy

Asset Management
Goal focused objectives show our clients they’re on the right track.

Our Strategies

Who We Are

We know our clients and they know us.

It’s a bond of mutual trust and appreciation – something we don’t take for granted. 

View some of our thoughts on the economy and some of the metrics we look for in our blog and Economic Outlook.

Recent Articles

  • Jan 02, 2018

    October 2017

    Newsletter is now available Download. Economic growth continues to be moderate. The consensus forecast for real GDP (Gross Domestic Product) growth from economists is 2.20%...

  • Jan 02, 2018

    July 2017

    Newsletter is now available Download. Consensus U.S. GDP (Gross Domestic Product) estimates for 2017 and 2018 ticked up slightly during the first 3 – 4...

  • May 17, 2017

    Stuck Between a Rock and Soft Inflation Data

    Download PDF Newsletter The April Consumer Price Index (CPI) report released Friday, May 12th demonstrated just how difficult it is for policy makers to accelerate...

  • Apr 21, 2017

    April 2017

    Our 2nd Quarter Newsletter is now available. Download Second Quarter 2017 Newsletter The S&P 500 was up 6.1% in the first quarter, led by the...

  • Jan 31, 2017

    January 2017

    Economic forecasting is a difficult business. Accuracy may be hard to achieve but at least capturing the trend is an admirable and valuable goal. Economists...

  • Nov 30, 2016

    Post Election – November 2016

    Within the following links you will find the quarterly edition of the Yellowstone Partners newsletter, Viewpoint. The U.S. election marathon/torture tour is finally over and...

  • Aug 24, 2016

    August 2016

    Within the following links you will find the quarterly edition of the Yellowstone Partners newsletter, Viewpoint. In this issue you’ll find: Brexit Doesn't Stop New...

  • Aug 15, 2016

    Backdoor Roth IRAs

    A Potential Way for High Income Earners to Participate in Roth IRAs One of the primary benefits of a Roth IRA is that any money...

  • Aug 15, 2016

    Are US Treasury Yields Following Japan & Europe to Zero?

    The second quarter of 2016 was another solid quarter for US bonds. The Barclays Aggregate Index (the broad measure of investment grade debt) returned 2.33%...

  • Aug 15, 2016

    ‘Brexit’ Doesn’t Stop New Highs

    Initial reaction to this summer’s surprising decision by voters from the United Kingdom (UK) to leave the European Union (EU) initiated a sharp selloff in...

  • Jun 24, 2016

    UK Votes to Leave the European Union  

    What has Happened The U.K. has voted to leave the European Union. Polls taken prior to the vote were indicating that the UK would remain...

  • Jun 16, 2016

    TGIF Investing Club Celebrates 20 Years

    We want to publicly congratulate Barbara Faulkner and the entire TGIF Investors Club on the 20-year milestone they recently passed. Beginning with a modest goal of...