OUR STORY

Matterhorn was formed in 2005 by Juan Landa and Stefan Grater with a vision for providing institutional caliber investment management in the marketplace.  Matterhorn was built on “best practices” in the money management industry through research of firms nationwide.  In the second year, Charles Hall joined the team bringing 20 plus years of banking and bond portfolio management.  Chuck established the fixed income solution for Matterhorn Capital clients.  

Starting with zero assets, the firm has grown 100% organically through long term clients and their referrals.  Today our team has diverse career and educational backgrounds with both international and domestic experience making the investment process truly a “Global Approach.”  The principals all serve as portfolio managers where local decision making and a team approach form the foundation of our business.