Nate Fisk

Nate Fisk is currently a Portfolio Manager at Stockman Wealth Management, based in Billings, Montana. In his role, he is responsible for designing and managing investment portfolios tailored to individual client objectives, risk tolerance, and liquidity needs, regularly monitoring performance and adjusting strategies as required. He primarily focuses on asset allocation across equities, fixed income, and cash, and provides analysis and recommendations on mutual funds and ETFs to both retail and institutional clients, including 401(k) plans and bank advisory relationships.

His expertise lies in comprehensive portfolio construction, risk assessment, and ongoing portfolio review for a diverse range of clients, including financial institutions and retirement plan sponsors. Nate plays a key role in Stockman Wealth Management’s advisory services, leveraging disciplined investment policy development and sector concentration requirements as set forth by client preferences and objectives.

While educational credentials and previous professional positions are not publicly available, his official appointment as Portfolio Manager is directly confirmed by regulated filings and corporate disclosures. He is recognized for his thorough approach to client service and investment policy implementation, contributing to Stockman Wealth Management’s management of over $1.5 billion in client assets as of December 2024.