Products / Services

Clientele

Specialize in managing assets for foundations, institutions, wealthy families & retirement plans.

Asset Allocation

Customized portfolios of equities and fixed income based on individual client risk tolerances.

Fee Based Money Management

Because Blue Granite Capital receives no commissions on trades, there is no incentive to recommend costly and unnecessary transactions to clients. Our advice is based on our extensive research and analysis. We seek to protect capital and create opportunities for favorable returns over the long term.

Investment Strategy

We take a long-term approach to investing that also helps to reduce the taxes and costs associated with providing investment advice. Superior long-term appreciation is achieved by owning a well-diversified portfolio of companies with consistent and predictable earnings growth, conservative capital structures, global revenue streams and proven management teams. Effective tools like Exchange Traded Funds (ETFs) can maximize tax benefits while simultaneously maintaining a proper asset allocation strategy.