A complete list of active advisors currently associated with Steve Garrett and Associates, Inc.

Warmer can help you find a great advisor at Steve Garrett and Associates, Inc. or one who fits your needs even better.

Steve Garrett and Associates, Inc. provides investment management and related advisory services to institutional and pooled-vehicle clients, plan sponsors, family-office clients, charitable organizations, and businesses. Services described in the brochure include retirement plan and pension consulting, estate and philanthropic planning, family-office support, litigation support and expert witness work, and the publication of periodic newsletters. The firm’s investment approach is grounded in Modern Portfolio Theory with an emphasis on asset allocation across cash equivalents, intermediate and long-term bonds, income-producing and growth equities, and special-situation positions; it prepares written Investment Policy Statements and implements portfolios on both discretionary and non-discretionary bases through an LPL custody and brokerage platform. Although the brochure presents the firm as fee-only for advisory and planning services, many consulting and specialized engagements are billed on an hourly or fixed-fee basis, and the firm operates via a broker-dealer platform with principals affiliated as registered representatives. Distinctive elements in the brochure include a sustained practice in litigation support and expert witness testimony on supervision and suitability matters, a niche service for professional athletes that references biblically-based financial strategies, and free periodic newsletters distributed to clients and prospects. The combination of institutional retirement-plan work, regular expert-witness activity, broker-dealer affiliation with registered-representative activity, and frequent use of hourly/fixed fees differentiates the firm from many investment managers that primarily depend on percentage-of-assets billing.

To learn more about the advisors currently working at Steve Garrett and Associates, 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.

Name	Location	Years of experience
Stephen Garrett	Glendora, CA	51

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