To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework. Granite Value Capital is an independent Registered Investment Advisor that provides investment management, financial planning and wealth management services.
The firm was founded in 2009 and is based in Hanover, New Hampshire. We serve high net worth individuals throughout the United States. We practice a disciplined, patient and long-term time approach to managing assets to help our clients achieve their goals and investment objectives. We are privately owned and do not have the potential conflict of interest associated with maximizing profits at the expense of our clients.
The firm was founded in 2009 and is based in Hanover, New Hampshire. We serve high net worth individuals throughout the United States. We practice a disciplined, patient and long-term time approach to managing assets to help our clients achieve their goals and investment objectives. We are privately owned and do not have the potential conflict of interest associated with maximizing profits at the expense of our clients.
Services
Granite Value Capital takes a comprehensive approach to managing the wealth of our clients. Once the client's total financial picture is understood we create a customized Investment Policy Statement (IPS). The IPS is a blueprint for how Granite Value Capital will manage the client's assets. This IPS is part of a continuous four step process that we implement with clients.
He has been an analyst and portfolio manager since 1992. Tony has thoroughly studied the teachings of the value investment philosophy set forth by Benjamin Graham and Warren Buffett. This investment framework is the foundation of how assets are managed at Granite Value Capital.
Prior to founding Granite Value Capital, Tony worked for nine years in the position of Vice President, Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management in Hanover, NH.He was responsible for the investment management of $200 million for 120 high-net worth and institutional clients.
Prior to founding Granite Value Capital, Tony worked for nine years in the position of Vice President, Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management in Hanover, NH.He was responsible for the investment management of $200 million for 120 high-net worth and institutional clients.
A2: We follow a value investment philosophy (for our stock holdings) that is modeled after the writings and investment processes of Benjamin Graham and Warren Buffett. We view each stock purchase as if we were buying a business. We are independent thinkers and do not follow the herd. We put a significant amount of emphasis on minimizing downside risk and focus on generating attractive absolute returns.
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