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This profile was last updated on 9/3/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Andrew S. Martzloff

Wrong Andrew S. Martzloff?

Managing Director and Founder

Phone: (406) ***-****  HQ Phone
Bitterroot Capital Advisors LLC
118 East Main Street
Bozeman, Montana 59715
United States

Company Description: Bitterroot Capital Advisors ("BCA") is an independent, SEC-registered, financial advisory firm addressing the needs of select private individuals with substantial...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • A.B. with Distinction
  • M.B.A.
    Dartmouth's Amos Tuck School
Web References
PERC - The Property and Environment Research Center: Perc Board
www.perc.org, 11 Feb 2009 [cached]
Martzloff is managing director and founder of Bitterroot Capital Advisors, LLC, an independent wealth management firm dedicated to providing comprehensive financial advice to a select group of private clients. From 1995 until 2000, he served as Board Chairman of Juma Ventures, a San Francisco based not-for-profit that started and financed private businesses to create jobs for the purpose of teaching individual enterprise and responsibility for at-risk youths. Martzloff is a graduate of Stanford University and Dartmouth College.
Andrew Martzloff, ...
www.jumaventures.org, 1 Jan 2003 [cached]
Andrew Martzloff, 1995-2000
Bitterroot Capital Advisors Background
www.bitterrootcapital.com, 20 Sept 2013 [cached]
Andrew S. Martzloff, Managing Director, founded Bitterroot in 1998 as a completely independent financial advisory firm dedicated to providing comprehensive, institutional quality financial advice and service to a select group of private clients worldwide.
Before directing his energies and interests to serving individuals, Mr. Martzloff spent over ten years advising private and public corporations as an investment banker with Alex. Brown & Sons (San Francisco) and Morgan Stanley & Co. (New York). While working with corporate clients, Mr. Martzloff recognized the underserved needs of "institutional size" private individuals for sophisticated advice and other superior-quality services. He left investment banking in 1994 to develop and provide those services to a limited number of high net worth individuals and their affiliates. Bitterroot Capital Advisors now has full-time professionals serving domestic and international clients from our office in San Francisco and our Bozeman, Montana headquarters.
Mr. Martzloff earned his A.B. with Distinction (and Honors in Economics) from Stanford University and an M.B.A. from Dartmouth's Amos Tuck School where he was named an Edward Tuck Scholar.
Managing boomers' savings - Europe - International Herald Tribune
www.iht.com, 30 Oct 2005 [cached]
The experience is a critical one, said Andrew Martzloff, a partner and managing director at Bitterroot Capital Advisors, a wealth management firm based in Bozeman, Montana."Clients need to be thinking about spending in light of investment returns," Martzloff said. Fueled by the belief that investors of all ages have entered "an extended, very challenging investment period," Martzloff and his partners are advising their high-net-worth clients - people with $100 million and more - to start by developing a sound asset allocation plan. "This means not only deciding on proportions of stocks, bonds and other investments to hold, but also to view the execution of that plan as a significant source of investment returns," Martzloff said.
...
As an example, Martzloff noted: "In the last five years, if you owned value stocks you would have done very well and if you had owned growth stocks, you would have lost significantly between 2001 and 2003.The difference between the two asset categories was a 100 points." For clients with a limited risk budget, Martzloff advises falling back on low-fee, tax-efficient index funds which, though generally not available through most retirement plans, generally "beat active management, until proven otherwise."
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