Asset Management

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

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.

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+

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.

Resources for Asset Management

A Selection of Granite Harbor Resources Focusing on Asset Management

7 minutes read

Maximizing Real Estate Returns in Texas

Maximizing Real Estate Returns in Texas: Investment Strategies & Ownership With Texas's changing property tax landscape, real estate is becoming an increasingly attractive asset class. Discover if and how real estate may fit within your investment portfolio. Governor Abbott recently signed one of the most significant property tax cuts in American history, officially using $18 billion of the state’s…

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3 minutes read

The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors

The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors When it comes to growing and preserving wealth, accredited investors have a unique advantage in harnessing the often-underestimated synergy between public and private equity markets. By utilizing a comprehensive strategy that integrates both markets, investors can optimize their returns and build a robust…

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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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4 minutes read

Why Average Rate of Return is Not the Key to Retirement Income Planning

Many investors use the average rate of returns as one of their primary metrics for assessing portfolio performance. In your earning years, the average rate is a useful benchmark because most people are focused on total wealth accumulation. But when you enter retirement, the order in which you experience those returns becomes much more important. A bad year or two at the start of retirement could have…

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7 minutes read

Tariffs, Tightening, and Turbulence: Unpacking Market Uncertainty in the Face of Shifting Policy

Authored by: Nicholas M. Brown, CFA, CFP In recent weeks, the conversation dominating the financial headlines has centered on tariffs—and whether or not they will ultimately be implemented. Initially perceived by many as a tactical move—a bargaining chip in the administration’s broader agenda, which includes border security, trade rebalancing, and domestic manufacturing support—tariffs have quickly…

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5 minutes read

Understanding Net Unrealized Appreciation (NUA) for Oil & Gas Executives

Contributed by: Tom Kelley, MBA As an executive in the oil and gas industry, particularly for leading companies like ConocoPhillips, Exxon, or BP, strategic financial planning is essential to managing your wealth effectively. One powerful tool that may be available to you is Net Unrealized Appreciation (NUA), a tax strategy that could significantly enhance your retirement distribution plans. In this…

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Ready to optimize your wealth?

Take the first step towards financial success by scheduling a 30-minute introductory call with us today.

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Overview

Helping You Define Your “Why?”

Our Investment Philosophy

A Strategic Approach to Your Financial Goals

Invest Rationally:

Invest Efficiently:

Invest with Confidence:

Invest with Purpose:

Benefits of Asset Management

Securing Your Future Through Strategic Asset Management

Professional expertise

A personal, customized approach

Diversification

Tax efficiency

Active monitoring and periodic reviews

Ongoing support and transparency

Our Investment Management Process

Your Wealth. Your Way.

Discover

Design

Deliver

Dedicate

Our Commitment

Proactive Collaboration and Communication is Key

Resources for Asset Management

A Selection of Granite Harbor Resources Focusing on Asset Management

Maximizing Real Estate Returns in Texas

The Power of a Holistic Approach to Public and Private Equity Markets for Accredited Investors

Planning for Educational Investments for Future Generations

Why Average Rate of Return is Not the Key to Retirement Income Planning

Tariffs, Tightening, and Turbulence: Unpacking Market Uncertainty in the Face of Shifting Policy

Understanding Net Unrealized Appreciation (NUA) for Oil & Gas Executives

Ready to optimize your wealth?

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