Scott Moore

KCM helps clients achieve their long-term financial goals throughout the various investment stages including accumulation, preservation, and retirement. The firm conducts their own research to analyze investments, follow a disciplined method of analysis, and thoroughly research investment opportunities.

Montana Board of Investments’ original and primary mission is to prudently manage the constitutionally created (Article III, Section 13) Unified Investment Program, which includes all the state’s day to day cash, its trust funds, and the pension funds as well as local governments funds invested in the Program. The Board manages the Program pursuant to constitutional and legal provisions, which restrict equity investments to the nine retirement funds and the State Workers’ Compensation Fund.

Functions as a College/University

Vantage specializes in fixed income investment and income producing portfolios. The firm seeks to build long-term strategies that yield comparable market-based returns. They approach all of their investments through a macro-economic process that compares various industry sectors and anticipates changes and trends.