Buchanan Capital, Inc.
Overview
Buchanan Capital, Inc. is a family-owned, boutique investment firm founded in 2002 by Gary Buchanan. The firm specializes in providing personalized asset management and financial planning services to individual investors and institutions. Their approach emphasizes understanding each client's unique financial goals to develop customized investment portfolios that align with their objectives. The firm's services encompass a range of financial strategies, including investment management, retirement planning, legacy and estate planning, trusts, 529 educational accounts, and multigenerational investment planning. They also offer business services, assisting owners in creating sustainable employee benefit plans and providing insights on key business decisions. Buchanan Capital's team is committed to delivering high-quality service and maintaining the highest ethical standards in all client interactions. With offices in Billings and Red Lodge, Montana, Buchanan Capital is deeply invested in the local community. The firm actively supports various governmental and non-profit boards and frequently hosts fundraising events in their historic downtown Billings office. Their dedication to community engagement reflects their core values of integrity, service, and a commitment to the financial well-being of their clients and the broader community.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Buchanan Capital, Inc.
What sectors does Buchanan Capital, Inc. invest in?
Buchanan Capital, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Billings, United States. Buchanan Capital, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Buchanan Capital, Inc. invest at?
Buchanan Capital, Inc. backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Buchanan Capital, Inc. invest in?
Buchanan Capital, Inc. invests across United States.
Who are the partners at Buchanan Capital, Inc.?
Team members listed for Buchanan Capital, Inc. include Gary Buchanan (Founder) and Norma Buchanan (Honorary Director of First Impressions).
What companies has Buchanan Capital, Inc. invested in?
Buchanan Capital, Inc.'s portfolio includes First Interstate Bank, Montana State University, Montana Conservation Corps, ZooMontana, Montana Nature Conservancy, Yellowstone Art Museum, Beartooth Nature Center and Montana PBS.
How do I contact Buchanan Capital, Inc.?
Buchanan Capital, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
