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Grady T

CFA®, Series 63, Series 65

Brentwood, TN

Processus Wealth & Capital Management, LLC

Grady Tabor is a CFA® charterholder with 17 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and a combination of strategic asset allocation with tactical overlays to construct portfolios focused on mutual funds, ETFs, and large-cap equities, while incorporating specific risk management techniques.

General retirement planning Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting HENRY (High Earners, Not Rich Yet)
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