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COMMUNITY CONNECTIONS

Rooted in Montana. Invested in Community.

At Switchbacks Capital Advisory, community isn’t a marketing buzzword. It’s who we are.

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Growing up in Montana, you learn to appreciate what you have — outdoor recreation, public lands, the people. You understand how special it all is, and you feel a responsibility to protect it and give back.

 

That’s why we actively support organizations that align with our values: conservation, education, youth development, and the protection of the outdoor spaces that define life in the West.

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Conservation & Environmental Organizations

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Walking the Walk

We choose to work with organizations whose values align with our own — because that alignment creates deeper, more meaningful partnerships. Our clients know we’re not just managing their investments. We’re invested in their cause.

Want to Work With an Advisor Who Shares Your Values?

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Switchbacks Capital Advisory, a Registered Investment Advisor located in the State of Montana.

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Switchbacks Capital Advisory, LLC ("SCA") is a Registered Investment Advisor ("RIA"), located in the State of Montana. SCA provides investment advisory and related services for clients nationally. SCA will maintain all applicable registrations, notice filings, and licenses as required by the various states in which SCA conducts business, as applicable. SCA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

LPL FINANCIAL RELATIONSHIP SUMMARY

SWITCHBACKS CAPITAL ADVISORY PRIVACY POLICY​

© 2026 Switchbacks Capital Advisory

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