History of Service - Our Story Buchanan Capital is a family-owned, boutique investment firm. Founded in 2002 by Gary Buchanan, the firm has earned distinction for forward-thinking asset management, institutional expertise, and thoughtful investment, retirement and financial planning. Our highly experienced advisors serve individual investors as well as financial institutions, municipalities and retirement funds. Our expertise in institutional investing provides individual clients with a competitive edge. Independence hallmarks the Buchanan Capital Team. There’s no one-size-fits-all approach to investment advising. Decisions are made locally, and every portfolio is fully customized to the client’s financial goals. We believe that successful relationships are forged by being forthright, adhering to the highest ethical standards and providing the industry’s highest level of service. Invested in Community We believe one of the most important investments is in community. To that end, Gary and Todd Buchanan actively serve on numerous governmental and non-profit boards locally and across Montana. Moreover, when high-profile issues arise in the community our independence allows us to ask the tough questions and take a public stand without having to call the head office for approval. We also foster close ties with many area non-profits. Our office, housed in the historic Fargo Hotel building in the heart of downtown Billings, frequently serves as the backdrop for fundraising events. Supporting causes that enrich our community is one of our core tenets.