Mountain State Analytics LLC

Write a Review910-639-4459

Mountain State Analytics, LLC is a West Virginia based fee only, independent Investment Advisory Firm. We specialize in creating and managing customized, balanced portfolios for individuals and smaller institutions. Our approach centers upon dividend and interest income production. Individual equity securities, Exchange Traded Funds (ETFs), and Closed-End Funds (CEFs) are the primary vehicles utilized. Our proprietary research techniques serve as the basis for the creation of diversified investment portfolios, having approximately 40-50 different individual holdings. Mountain State Analytics, LLC also provides financial planning services and associated written recommendations on an hourly fee basis.