New York, NY Office

Andrew Garrett, Inc. serves a broad mix of clients — including retail individuals, high‑net‑worth clients, retirement plans, trusts and corporations — offering discretionary and non‑discretionary portfolio management, financial planning, and retirement‑rollover guidance. The firm delivers advisory services through multiple sponsored programs and platforms (managed accounts, sub‑adviser selection, and a wrap‑fee program) and also facilitates access to insurance products when appropriate.

Advisers tailor recommendations to each client’s suitability profile, risk tolerance and time horizon, using a mix of fundamental and technical analysis and strategies that range from long‑term investing to shorter‑term trading and options where suitable. AGI implements portfolios across several custodians and program types (ETF/model portfolios, UMAs, private managed solutions), conducts periodic reviews and rebalancing, and can accommodate ESG‑oriented investment profiles on eligible platforms.

What is distinctive about AGI compared with many team‑style firms is its dual role as both a registered investment adviser and an active broker‑dealer on a fully disclosed basis; many of its advisers are dually registered and also sell insurance on a commission basis, which the firm discloses as a potential conflict of interest. The firm also sponsors/participates in wrap‑fee programs and operates from multiple offices with multi‑custodian program access — features that are less common among comparable advisory teams.