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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

A Comprehensive Guide to the Private Equity Due Diligence Process
4 minutes read

A Comprehensive Guide to the Private Equity Due Diligence Process

Private Equity Due Diligence Process Private equity investments offer the potential for significant returns, but they also carry a considerable amount of risk. Therefore, conducting a thorough due diligence process is crucial to evaluate the viability and suitability of these opportunities. We have constructed a robust infrastructure that allows us to bring private equity opportunities directly to…
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Navigating Rule 10b5-1 Trading Plans: A Detailed Guide
3 minutes read

Navigating Rule 10b5-1 Trading Plans: A Detailed Guide

Ensuring compliance while managing personal investments is a significant challenge for senior executives and directors of public companies. Company trading policies often impose restrictions to prevent conflicts of interest and insider trading, making it difficult for executives to sell shares. However, Rule 10b5-1 trading plans offer a solution. This article provides an in-depth look at these plans,…
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Maximizing Real Estate Returns in Texas
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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Inflation: Responding Appropriately with Flexibility and Discipline
4 minutes read

Inflation: Responding Appropriately with Flexibility and Discipline

Inflation is a hot topic these days with many experts and financial institutions offering predictions about the short- and long-term outlook. The truth is, no one can tell the future, and trying to guess our way around what will or will not happen is poor financial planning. Instead, let us take an objective look at the risks associated with inflation, the right mentality for approaching the issue,…
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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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Opening the back door to tax-free earnings
2 minutes read

Opening the back door to tax-free earnings

As covered in our 401(k) – Super Roth article, a Roth IRA offers an attractive tax benefit. But, what do you do if you do not have a 401(k) or your 401(k) does not allow post-tax contributions? The answer is the Backdoor Roth which is the conversion from a Traditional to a Roth IRA. Both the Super Roth and Back Door options are for people who exceed the income limits (single filers that make over $139,000…
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