A complete list of active advisors currently associated with Greatmark Investment Partners, Inc.

Warmer can help you find a great advisor at Greatmark Investment Partners, Inc. or one who fits your needs even better.

Greatmark Investment Partners, Inc. provides investment supervisory services and individualized portfolio management on a discretionary basis for individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses. The firm gathers client objectives, time horizons, and risk tolerances to design asset allocation and manages approximately $1.02 billion in client assets. Investment decisions are driven primarily by fundamental and qualitative analysis, with technical analysis used to help time entries and exits; the firm emphasizes long-term equity holdings while also employing shorter-term trades as appropriate. Portfolios are managed under client-assigned strategy profiles, and the brochure discloses that margin (borrowing) is used in limited situations only with a client’s specific consent. Distinctive features for a firm of this team size include a relatively high level of assets per advisor—over $1 billion managed by a compact advisory team—which is uncommon among peers. The brochure also highlights practices less typical for similar firms, including limited, client-authorized use of borrowing and the implementation of investment types that carry additional degrees of risk when consistent with client objectives.

To learn more about the advisors currently working at Greatmark Investment Partners, 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.