A complete list of active advisors currently associated with Granite Harbor Advisors, INC.
Warmer can help you find a great advisor at Granite Harbor Advisors, INC. or one who fits your needs even better.
Granite Harbor Advisors works with individual and high‑net‑worth clients as well as institutional sponsors including retirement plans and insurance company clients, offering asset management, financial planning and retirement plan consulting alongside a sponsored wrap fee program. The firm also provides advisory and operational support to pooled investment vehicles through related entities, in addition to traditional portfolio management for individuals. Portfolios are constructed from public and private securities — including stocks, bonds, ETFs, options, structured and alternative investments — with monitoring and periodic rebalancing; wrap program clients grant the firm discretionary authority while the firm does not accept discretionary authority for its Asset Management service. The brochure discloses use of derivatives and borrowing in separately managed accounts, occasional margin strategies, and reliance on third‑party platforms and sub‑advisers (e.g., SEI and Schwab) for custody and program services. What is distinctive is the firm’s role as sponsor and adviser to multiple private funds — Cypress Vieux Investors, LLC; Granite Harbor – West Allis Investors, LP; and Granite Harbor – Sandstone Pointe Investors, LP — and its related adviser Granite Harbor Capital, LLC (advisor to the Mariner Capital Opportunity Fund, LP), arrangements that generate management and performance‑based fees and result in custody considerations addressed by audited financial reporting. The brochure also discloses practices that are less common among peers, including the use of client testimonials and endorsements, referral compensation arrangements, and affiliated relationships with an insurance distribution network (C2P/Granite Harbor Group) that the firm identifies as potential conflicts and discloses mitigation steps for.
To learn more about the advisors currently working at Granite Harbor Advisors, INC., 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.
You can also browse Granite Harbor Advisors, INC.'s office locations.
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