Orlando, FL Office

Blue Granite Capital advises individuals (including high‑net‑worth and non‑HNW clients), pension and profit‑sharing plans, and corporations, offering discretionary portfolio management, retirement plan investment management, and sub‑advisory services. The firm manages roughly $109 million in client assets across a small number of client relationships and begins engagements by developing a client Financial Profile and Investment Plan.

Investment decisions are implemented under discretionary authority and guided by client‑specific Investment Plans that are reviewed and updated as circumstances change, using a mix of fundamental, technical, charting, and cyclical analysis. Portfolios may include individual equities, bonds, ETFs, a core equity strategy, and limited options use (generally covered calls and puts), with fixed income allocations used for income, liquidity, or capital preservation.

What is most distinctive is Blue Granite’s role as investment manager to two collective investment trusts offered to tax‑qualified retirement plans, and its capacity to serve as a Section 3(38) ERISA fiduciary and as a sub‑advisor providing third‑party management and back‑office support to other advisory firms. The firm also participates in an institutional custodial program that supplies execution, research and operational support, a structural arrangement that can differentiate its service and execution capabilities from many peers.