A complete list of active advisors currently associated with Granofsky Investment Advisory LLC

Warmer can help you find a great advisor at Granofsky Investment Advisory LLC or one who fits your needs even better.

The firm is a newly formed, state‑registered investment adviser categorized as an investment manager. Although firms in that category commonly manage pooled or institutional assets, this firm states it will provide discretionary asset management to individuals, high‑net‑worth investors, trusts, estates and business owners and currently reports no assets under management. The firm offers discretionary portfolio management built around client goals, time horizons and risk tolerance, using modern portfolio theory and cyclical analysis to set asset allocation and security selection. It conducts quarterly account reviews, may employ options strategies as part of its programs, and recommends custody and execution services through a national custodian (Charles Schwab). Distinctive features disclosed in the brochure include that the firm’s principal spends approximately 40% of his time on an outside property management business, a material outside activity the firm says does not create a conflict. The firm also does not vote client proxies, does not sponsor wrap fee programs, and discloses receipt of custodial benefits/soft‑dollar services — practices that differ from many peers and may be relevant to prospective institutional or pooled clients.

To learn more about the advisors currently working at Granofsky Investment Advisory 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.