Chrisy Irey joined The Investment Group in December 2023. Chrisy is dedicated to helping clients navigate their...
The Investment Group, LLC is an independent, locally-owned financial practice based in Helena, Montana. We are committed to delivering value to our customers at every stage of their financial lives. Our advisors help their clients navigate diverse market conditions and complex financial decisions.
We provide strategic investment management for individuals, families, and institutions.
Our Services
Asset Allocation
We listen to our client’s goals. We then structure well-designed portfolios to achieve their objectives. Our firm offers both advisory and commission-based approaches depending on the client’s preference and needs.
Charitable Giving
We help clients support their favorite charities. For high earners, that is often through a Donor Advised Fund. For retirees, Qualified Charitable Distributions from IRAs.
Retirement Planning
Understanding cash flows is critical for retirees. We work with our clients to find a pattern that maximizes the longevity of their investments and supports their lifestyle.
Education Planning
We work with families and employers to fund 529 plans and to prepare parents for their children’s future success.
401k Sponsor Support
We serve as fiduciaries on several 401(k) plans in Montana. We advise employers on the choice of platform, the investment lineup, give feedback on service providers, and coordinate with business owners to provide education to employees.
Social Security Planning
The decision of when to draw Social Security is highly personal. We help our clients understand the complexities of this decision, increase their confidence, and integrate this cash flow stream with their investment assets to achieve their desired level of income.
We strive to be our client’s trusted advisor.
Who We Serve
Professionals
We cater to other professional service providers. Many of our clients are physicians, specialists, nurses, attorneys, accountants, engineers, and dentists. We often advise the 401(k) plans at businesses they own.
Retirees
Managing cash flows once a person no longer receives earned income is a core competency. We offer more than one approach to meet these clients’ needs and enable them to worry less and enjoy more the retirement they have earned.
Single-Person Households
Losing a spouse or remaining single by choice, several of our clients are one-person households. While respecting their autonomy, we partner with our single clients to meet their savings and income goals while being mindful of the added tax burden they face compared with their married friends.
Non-Profits
Giving back to our community is fundamental for our family-owned small business. We help local charities in three ways: (1) making donations, (2) managing the retirement plans of several local non-profits, and (3) encouraging our clients to consider gifting strategies during and after their lifetimes.
Aspiring Savers
We help individuals and families with free cash flow and the ability and motivation to save for their futures.
Charitable Givers
We are passionate about supporting our clients in their efforts to make the world a better place. Establishing a donor advised fund or gifting directly out of a retiree’s IRA are two of several complex, tax-efficient strategies we guide our clients through as they use their money to bring about positive change.
