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Stockman Asset Management

Stockman Asset Management is an SEC-registered advisory firm specializing in equity and fixed income investment management. Assets under management exceeding $2.83 Billion. We structure high quality portfolios based on each individual client’s goals. Our disciplined approach and one-to-one service sets our organization apart.

The services we provide include fee-based, discretionary investment management and asset/liability management for financial institutions, corporations, municipalities, retirement plans, endowment funds, and individuals.

Our Philosophy


  • Conservative, disciplined approach
  • Focus on well established blue chip companies -- Emphasis on companies with history of earnings and dividend growth, strong cash flow, and strong balance sheets.
  • Preservation of capital a primary objective
  • Manage and control risk -- Proper diversification and fundamental analysis of the companies we own.

Fixed Income

  • Conservative, total return approach
  • Preservation of Capital -- In depth research of every credit prior to purchase and continual credit review.
  • Liquidity Management -- Understand client's liquidity needs and properly structure the portfolio.
  • Maximize Earnings -- Monitor markets for opportunities presented by changing interest rate environments. Tax efficient products are used in a case-by-case basis.

Our Clients Include

  • Individuals
  • High Net Worth Individuals
  • Trusts
  • Retirement Plans
  • Foundations and Endowments
  • Financial Institutions
  • Corporations
  • State or Municipal Government entities

More Information

Ron O'Donnell, Eric George, Karyn Sigler, Jennifer Hemphill, Brenda Hittmeier and Steve Ash are portfolio managers, and Zackary McKittrick is a junior portfolio manager, for Stockman Asset Management. They may be reached in our Billings office:

      Stockman Asset Management
      402 N Broadway
      PO Box 2507
      Billings, Montana 59101-2507
      (406) 655-3960

Phil Howeth and Kerry Neils are portfolio managers for Stockman Asset Management and may be reached in our Helena office:

Stockman Asset Management
Physical Address:
3094 North Sanders Street
Helena, Montana 59601
Mailing Address:
PO Box 7329
Helena, Montana 59604
(406) 447-9050

 Contact Stockman Asset Management

Not FDIC Insured / No Bank Guarantee / May Lose Value