Firm Overview

Blue Granite Capital is a Registered Investment Advisory firm located in historic Charleston, South Carolina. The founding partner has over thirty-five years of diverse investment experience. Blue Granite Capital offers fee-based asset management services that are tailored to each individual clients needs. Through our asset allocation based philosophy we focus on capital preservation, tax efficient investing and a conservative approach to asset growth by developing a balanced portfolio of stocks and bonds.

No-In House Inventory

We do not inventory stocks or bonds and do not underwrite offerings from publicly held corporations. This ensures that our recommendations are aligned with our clients best interests in mind.

Institutional Access

We have direct access to the security exchanges direct execution of orders, bypassing several layers of salesmen means better pricing for our clients. We do the best to obtain optimal pricing for our clients.

On-site Managers

Since we make all investment decisions in house, we are able to provide timely and personal feedback and answers to questions concerning our clients accounts.

Institutional Clearing and Custody

Assets are fully insured by the Security Investor Protection Corporation and custody of securities is maintained at one of the largest global financial organizations in the world.