A complete list of active advisors currently associated with Grail Capital LLC
Warmer can help you find a great advisor at Grail Capital LLC or one who fits your needs even better.
Grail Capital LLC provides discretionary portfolio management and ongoing investment oversight for a small client base comprised of high‑net‑worth individuals and corporations or business entities. The firm prepares Investment Policy Statements for each client and reports discretionary assets under management of approximately $3.27 million. The adviser employs a mix of cyclical, fundamental, quantitative and modern portfolio theory analyses and primarily recommends equities while also using fixed income, ETFs, commodities and non‑U.S. securities. GCL may implement both long‑ and short‑term trading and, when desired by the client, uses margin, short sales and options strategies, and it requires discretionary authority and delivers monthly account reporting. Compared with many solo independent advisers, GCL’s brochure discloses engagement with corporate/business clients and services that resemble institutional management, and it may use derivatives and options in separately managed accounts — practices that are relatively uncommon in this peer group. The firm also accepts performance‑based fees for qualified clients and does not aggregate trades across multiple client accounts, which may affect execution and risk profiles relative to typical independent advisers.
To learn more about the advisors currently working at Grail Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 6
|
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