As someone who is interested in protecting their wealth, it’s important for you to have trust in your wealth management team, have a plan that is unique to your particular goals in place, and experienced investment managers who are always working in your best interests.

We accomplish this through a set of core, unwavering values.

First, our team—really our family—here at Granite conduct ourselves with honor, honesty, and integrity at all times—even when we have to tell you things you might not want to hear.

Second, we take full responsibility for all results—good AND bad. Since you’re working directly with the wealth management team that is making the decisions on where and how to invest, you’ll be able to get a clear picture of what is working—and what isn’t—and make clear and logical decisions regarding your investment.

A Personal Touch

Located here in Concord, New Hampshire, we’ve built a wealth management practice that is convenient, private, and reflects our core values. While we leverage the latest in technology, and have the most current data and insights at our disposal, we never forget what’s helped us succeed for more than three decades—developing deeply personal relationships with each one of our clients—people just like you.

Creating Confidence

Because we are truly independent and not part of a larger financial institution, we are able to always keep your best interests first; we’ll give you no-nonsense recommendations based on data and your personalized investment strategy.

We feel it’s important for you to understand a critical point—we invest our own money side by side with you, so what happens to your money—happens to ours’.

The result? You’ll have confidence in where your money is, trust in the relationships you’ve developed, and comfort in knowing that you’re working towards your financial goals.

A Sustainable Strategy

When choosing a wealth manager, it’s important to understand what type of investment philosophy they follow. Ours is simple and straightforward. We believe:

  • Value investing outperforms broad market indices over time;
  • Free cash flow is the strongest fundamental of every company;
  • Greatest rewards can exist when improving fundamentals are not reflected in current valuation.

We have a proven six step process that helps ensure we remain focused and true to your strategy. It includes:

  • Investment Idea Generation
  • Quantitative Screening
  • Fundamental Analysis
  • Valuation Confirmation
  • Portfolio Construction
  • Portfolio Monitoring
Learn More

For more information on how we can tailor an investment strategy for your organization, contact us today.

Get in Touch

Telephone: 603.226.6600 or 800.851.8431
Fax: 603.226.7200

6 Eagle Square, Third Floor
Concord, NH 03301

How can our investment advisory approach help you?

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