A complete list of active advisors currently associated with High Grade Investment Solutions, LLC
Warmer can help you find a great advisor at High Grade Investment Solutions, LLC or one who fits your needs even better.
High Grade Investment Solutions provides discretionary fixed‑income portfolio management to high‑net‑worth and institutional clients, including individuals, trusts, estates and corporations. The firm manages separately managed accounts and also serves as a sub‑advisor to other investment advisory firms. The firm offers a single, actively managed strategy concentrated in high‑quality municipal bonds and U.S. Treasuries (typically rated AAA–AA), combining fundamental credit analysis with technical inputs and a proprietary quantitative model to seek yield‑curve opportunities. Portfolios are run under client‑specific written guidelines that set permitted investments, credit quality, duration and concentration, and the strategy’s implementation involves frequent trading aimed at adding price appreciation. HGIS provides monthly account performance reports directly to clients in addition to custodian statements and includes disclosures asking clients to compare those statements, a level of direct performance reporting that is uncommon among peers. The firm generally targets accounts at or above a $1 million minimum and limits its advice to a narrow product set (tax‑exempt municipals and Treasuries) rather than broader retail offerings.
To learn more about the advisors currently working at High Grade Investment Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Spring Valley, NY
| 4
|
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