A complete list of active advisors currently associated with Granite Capital
Warmer can help you find a great advisor at Granite Capital or one who fits your needs even better.
Granite Capital Management is an independent advisory firm that manages roughly $315 million on behalf of about 76 clients, providing discretionary portfolio management and broader wealth management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm delivers ongoing investment advice, account monitoring, and periodic performance and asset-allocation reporting, with custody handled by independent custodians. Investment implementation emphasizes diversified equity exposure—often via broadly diversified mutual funds with an enhanced tilt to small-cap and value sectors—and fixed-income exposure constructed from individual bonds or funds when necessary, with a hold-to-maturity orientation for many bond positions. Research and portfolio decisions draw on fundamental, technical, credit and flow-of-funds analysis, and the firm may employ margin and option-writing strategies (including covered and uncovered positions) as part of tailored solutions while seeking cost control and tax efficiency. Distinctive aspects include a small, two-advisor structure overseeing a relatively large discretionary asset base and principals with deep market-making and derivatives trading backgrounds. The firm has also sponsored private investment vehicles — including a leveraged fixed-income partnership that participated in the Federal Reserve’s TALF program and a manager vehicle that invested in an early-stage venture fund — and may offer similar private opportunities to suitably qualified clients, which can involve different liquidity and suitability considerations than standard advisory-only arrangements.
To learn more about the advisors currently working at Granite Capital, 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 |
|---|---|---|
Oakland, CA
| 19
| |
Oakland, CA
| 19
|
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