Red Granite Wealth Management

Red Granite Wealth Management provides ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate or business entities. The firm documents client goals and risk tolerances in Investment Policy Statements and offers discretionary management and written pension consulting plans that can include recommending money managers and other plan service providers.

RGWM’s investment process is long‑term in orientation and combines fundamental, quantitative, and technical analysis to inform asset allocation and security selection. The firm may allocate client assets to model portfolios provided by SEI Investments Management Corporation under a sub‑advisor arrangement rather than solely managing all strategies in‑house.

Operationally, RGWM requires use of SEI Private Trust Company as custodian and relies on SEI’s model programs and platform services, which affects how certain model implementations and platform fees are handled. Its combination of formal pension consulting for retirement plans, servicing corporate clients, and use of vehicles such as ETFs (including precious‑metals and real‑estate funds) and non‑U.S. securities is less common among similarly sized independent advisers.