Access unique opportunities for wealth creation through our private markets investments for accredited investors.
Our Private Markets Story
Private Market investments have grown to a multi-trillion-dollar asset class in recent years gaining in popularity among accredited investors. As a Registered Investment Adviser (RIA) firm, we are committed to identifying investment opportunities to help our clients reach their financial goals. As such, we are uniquely positioned to deliver a fresh perspective on a broad range of today's most desirable asset classes, including those in private markets. We classify these opportunities into three broad categories:
- Private Credit
- Hard Assets and Real Estate
- Venture Capital
While investing in private opportunities carry more considerable risks, these exclusive investments can be a great way to increase non-correlating assets to a marketable securities portfolio. We work diligently to determine beneficial opportunities that align with each investor’s profile and objectives.
Benefits of Private Market Investing for Accredited Investors
Many investors are inclined to work with us due to our thorough vetting process and standards. Although greater risk is involved, private market investing offers:
- Higher potential returns
- Diversification from public market investments
- Early-stage entry points to wealth creation
- Access to unique investment opportunities
Our Private Markets Due Diligence Process
Our Commitment & Next Steps:
At Granite Harbor, we adopt a proactive approach to investment management, staying actively engaged and serving as a reliable resource for investors throughout the investment journey. With regular quarterly updates, we ensure investors are well-informed about the progress of all of their investments, both in the public and private markets. We create a seamless experience to incorporate all areas of the global capital markets for our clients
We also prioritize long-term success with each private market investment opportunity, keeping the end in mind. For each new venture, we identify an exit strategy with a tentative timeline prior to moving forward. Moreover, upon liquidation, we work closely with investors to optimize returns in a tax-advantaged manner and adjust their investment portfolio strategy to align with their individual goals, risk tolerance, and time horizon.
