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Matthew G
Series 63, Series 65
San Diego, CA
The Garrett Group
Matthew Garrett is the principal of The Garrett Group, an independent investment advisory firm based in San Diego, CA. He holds Series 63 and 65 licenses and has 19 years of industry experience. Prior to founding The Garrett Group in 1997, he also has been involved with TGG Management Company, Inc. since 2008. Outside of advisory services, Garrett is a managing member of San Elijo Partners, LLC, which invests in small businesses, and he serves on the board of Strategic Information Group, International, a software sales and consulting firm. The Garrett Group provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates a multi-family office model focused on tailored advice based on fundamental analysis and investment cycle monitoring, managing accounts on a discretionary basis without imposing formal account minimums.
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