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Asset Management

Harnessing the Power of the Global Capital Markets to Help Affluent Individuals and Families Achieve Their Investment Goals

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Overview

Helping You Define Your “Why?”

Every dollar invested has a goal. Whether it is used to buy a new home, pay for college, fund retirement, or leave to the next generation, each dollar you choose to invest has a purpose. At Granite Harbor Advisors, we help you articulate that purpose and create a logical, efficient, evidence-based portfolio to support that purpose.

Our Investment Philosophy

A Strategic Approach to Your Financial Goals

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Invest Rationally:

Portfolio construction should be based on fact rather than opinion. Investors often allow emotions to guide their investment decisions. Instead, a portfolio should be constructed utilizing financial and economic research without sacrificing the benefits of diversification.

Invest Efficiently:

Global securities markets are the most efficient determinant of security pricing. A well-diversified portfolio which minimizes the risk of any single security is the most appropriate means of capturing global market efficiency.

Invest with Confidence:

Portfolios dependent upon opinions regarding the market will cause undue stress and anxiety, which leads to poor decision-making. Constructing an efficient portfolio based on science and economic research gives investors the confidence and discipline to remain committed to their investment strategy.

Invest with Purpose:

A successful investment experience is based around achieving a stated goal. The more specifically a goal is articulated, the higher the likelihood of a portfolio meeting an investor’s expectations.

Benefits of Asset Management

Securing Your Future Through Strategic Asset Management

Professional expertise

Offering specialized knowledge and skills to guide your financial decisions defines our professional expertise.

A personal, customized approach

Each family we serve receives a dedicated team of professionals to work with enabling us to provide a personal, customized approach.

Diversification

Spreading investments across various assets to minimize risk and enhance returns is the essence of diversification.

Tax efficiency

Our asset management strategy collaborates with tax professionals to minimize taxes and maximize returns by considering both current and future tax implications.

Active monitoring and periodic reviews

Regularly tracking and assessing financial plans to ensure alignment with your goals defines active monitoring and periodic reviews.

Ongoing support and transparency

Providing continuous assistance and clear communication ensures ongoing support and transparency.
Background

Our Investment Management Process

Your Wealth. Your Way.

At Granite Harbor Advisors, every invested dollar has a purpose, from large purchases to funding retirement and legacy plans. As your wealth advisors, we tailor logical, efficient portfolios that align with your life goals, employing an evidence-based approach to ensure your investments meet their intended objectives efficiently.

Discover

Initial Meeting
  • About You
  • About Us
  • Establish Next Steps

Design

Strategy Development
  • Analysis
  • Portfolio Design

Deliver

Strategy Execution
  • Account Opening & Funding
  • Portfolio Construction
  • Technology Orientation
Year 1
Year 2+
Compass 360 Year 2+

Dedicate

Maintain Continuous Alignment Between Your Goals & Plan
  • Active Portfolio Management
  • Periodic Review Meetings
  • Coordination of Professionals (CPA, Attorney, P&C)

Our Commitment

Proactive Collaboration and Communication is Key

Our dedicated team is here to assist you every step of the way, ensuring a smooth process from account opening to transfer and funding. We are committed to providing you with the highest level of service and support, making sure that every aspect of your financial journey is handled with care and expertise.

Additionally, we offer ongoing support and periodic reviews to keep you well-informed, disciplined, and confident in your financial journey. We work closely with you and your loved ones, providing guidance and support so you can live your life with peace of mind. Our goal is to help you achieve financial stability and security, allowing you to focus on what truly matters.

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Resources for Asset Management

A Selection of Granite Harbor Resources Focusing on Asset Management

Is This Risk Worth Taking?
2 minutes read

Is This Risk Worth Taking?

Have you ever been faced with a difficult decision? Not sure which way to go because you didn’t fully understand the risks involved? Much like playing cards, there are times where we need to fold, and move on, and there are times where we should stay in the game based on anticipated risks and rewards. When evaluating risk associated with financial planning, there are some risks that we are willing…
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The Power of Tax Diversified Investing: A Wealth Advisor's Perspective
4 minutes read

The Power of Tax Diversified Investing: A Wealth Advisor's Perspective

Contributed by: Caleb Christian CFP®, CLU®, ChFC® “In this world, nothing is certain except death and taxes.” This famous quote from Benjamin Franklin emphasizes an often-overlooked aspect of investing: tax diversification. While many investors focus on traditional diversification strategies—spreading their assets across various stocks, bonds, and asset classes—it’s equally important to consider ways…
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Planning for Educational Investments for Future Generations
3 minutes read

Planning for Educational Investments for Future Generations

Investing in the education of future generations is one of the most impactful legacies a family can create. For many affluent families, this means going beyond standard savings plans and exploring sophisticated strategies that ensure educational goals are met while maintaining financial stability. Granite Harbor Advisors understands the unique challenges and opportunities of educational planning, and…
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The Role of Asset Allocation During Volatile Markets
4 minutes read

The Role of Asset Allocation During Volatile Markets

Contributed By: Pijus Bulvinas, CFP Periods of market volatility often generate unease for even the most seasoned investors. News cycles filled with uncertainty and swiftly changing market conditions can trigger emotional decision making, leading to actions that may harm long-term financial outcomes. During these times, one principle has consistently proven its importance: disciplined asset allocation. Asset…
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Unlocking the Potential of 1031 Exchanges for Real Estate
5 minutes read

Unlocking the Potential of 1031 Exchanges for Real Estate

Contributed by: Pijus Bulvinas, CFP & Richard Dorfman, Vice President, SRS Real Estate Partners Real estate investors are constantly seeking ways to maximize their returns while minimizing their tax liabilities. For those looking to sell appreciated property without incurring significant capital gains taxes, the 1031 exchange offers a powerful solution. Named after Section 1031 of the Internal…
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The Ultimate Guide to Private Market Investing
10 minutes read

The Ultimate Guide to Private Market Investing

Getting Started with Private Markets as part of a Comprehensive Investment Strategy for Accredited Investors. Private Market Investing has become increasingly popular over the years as investors seek higher returns in a low-interest-rate environment and an alternative to the daily volatility of the public markets1. Private Markets can be a profitable venture for the right investor. While investing…
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