A complete list of active advisors currently associated with Graver Capital Management, LLC

Warmer can help you find a great advisor at Graver Capital Management, LLC or one who fits your needs even better.

Graver Capital Management provides wealth management services — combining financial planning and discretionary investment management — to individuals, high net worth individuals, trusts, and estates. The firm is SEC-registered and manages roughly $153.5 million on a discretionary basis, offering portfolio construction, ongoing supervision, and referrals to outside specialists when appropriate. The advisor typically builds customized, long-term oriented portfolios using low-cost mutual funds and ETFs and may incorporate individual equities and alternative investments to meet client needs; it uses both fundamental and technical analysis and will trade shorter-term when required for rebalancing or client circumstances. Graver Capital documents client investment objectives and risk tolerances, allows reasonable client-imposed restrictions, and monitors accounts regularly with formal reviews at least annually. Among features that distinguish the firm from many peers, Graver Capital employs borrowing within separately managed accounts — a capability that is uncommon among similar supported firms — and retains operational arrangements that can affect implementation, including an institutional relationship with a custodian that provides technology and operational support. The firm also discloses that certain advisory personnel maintain broker-dealer and insurance licenses and may earn separate, commission-based compensation for those activities, which the firm identifies as potential conflicts and addresses in its disclosures and policies.

To learn more about the advisors currently working at Graver Capital Management, 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.