In the News | Granite Harbor Advisors

The team at Granite Harbor offers their perspectives to both national and local media outlets on various subjects including market trends, mitigating risks, investment tactics, and core planning.

NASDAQ

Wall St falls as Treasury yields ascend; earnings in focus

"The Fed is going to keep rates where they are for longer than the market expects, barring some significant change in the economic data that we're getting," said Nicholas Brown, partner at Granite Harbor Advisors.

WealthManagement.com

A Rough Climate for Private Equity Exits Leads to a Spike in Continuation Funds

Continuation funds “used to be an ‘Island of Misfit Toys’ for underperforming assets, but now they can contain prized private opportunities,” noted Nicholas Brown, managing partner with Granite Harbor Advisors, a Houston-based independent registered advisory firm, in a written response. “This supports our idea that more companies are looking to stay private longer and will wait to access the public markets as an exit opportunity for early investors rather than as a primary means of raising capital. That at least warrants a closer look at continuation funds when the opportunity arises.”

Houston Business Journal

Granite Harbor Advisors moves headquarters to Remington Square development

Local wealth management firm Granite Harbor Advisors has moved its headquarters to a different office complex in northwest Houston.

Yahoo Finance

Granite Harbor Advisors Expands Presence in Houston with Opening of New State-of-the-Art Office

Conveniently located in Remington Square, the new space will serve as a central educational and service hub for clients, as well as strategic partners in the community for continuing education and planning collaboration.

Forbes

Forbes: Top Financial Security Professionals Best-In-State

Our very own Brian W. Sak, CFP®, CLU®, ChFC®, has been recognized as one of Forbes Top Financial Security Professionals Best-In-State for the state of Texas, ranking at #13.

DATA PROVIDED BY SHOOK®RESEARCH, LLC. DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 12/31/21 - 12/31/22. SOURCE: FORBES.COM(JULY, 2023). NEITHER BRIAN SAK NOR GRANITE HARBOR ADVISORS RECEIVES ANY COMPENSATION IN EXCHANGE FOR PLACEMENT ON THE TOP FINANCIAL SECURITY PROFESSIONAL (FSP) RANKINGS. DATE PUBLISHED JULY 26, 2023

Houston Business Journal

Major expansion underway for luxe senior living facility in Cypress reaches full financing

Shortly after, Houston-based private equity company Granite Harbor Advisors, in partnership with Oxford, Mississippi-based Addicus, joined the project and raised $12 million in less than a month to reach full financing, according to Granite Harbor managing partners Brian Sak and Nick Brown.

Yahoo Finance

Granite Harbor Advisors Secures Private Equity Funding to Finance Expansion Project for Houston Senior Living Center

The Houston-based RIA's investment to fund 150+ full-time care units including an expansion of the memory care wing for the senior living facility.

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