A complete list of active advisors currently associated with Granite Group Advisors, LLC

Warmer can help you find a great advisor at Granite Group Advisors, LLC or one who fits your needs even better.

Granite Group Advisors provides discretionary and non-discretionary investment management primarily to high‑net‑worth individuals, trusts, estates, charitable organizations, business entities, and retirement and pension plans. The firm also advises investment‑company clients and pooled investment vehicles and offers both ERISA 3(21) and 3(38) plan‑level services, including serving as the investment manager for a sponsored pooled employer plan. The firm constructs customized portfolios by selecting and overseeing independent investment managers across traditional and non‑traditional asset classes, including hedge funds, funds of hedge funds, private equity, real estate and other pooled funds. Its manager‑selection and allocation process combines quantitative and qualitative analysis and applies portfolio‑level techniques (described in the brochure as applied behavioral mathematics) to reduce redundancies and tailor diversification to client objectives. Granite Group’s role as a sponsor/manager of pooled vehicles and its use of performance‑based arrangements for certain private‑equity investments are uncommon among similar team firms. The firm also manages a relatively large asset base with a compact advisory staff and maintains high account minimums, reflecting a client focus on sizable HNW and plan relationships rather than mass‑market individual accounts.

To learn more about the advisors currently working at Granite Group Advisors, 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.