Gratus Capital Management

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Description

We provide research, ongoing market analysis and insight, proactive communication, frequent review of investors’ objectives and opportunities, and the intellectual horsepower to evaluate ancillary financial issues and decisions while finding ways to provide thoughtful service.

We provide sound asset allocation advice, from determining each client’s initial allocation (“getting it right”) to ongoing strategic asset allocation (“keeping it right”). We have the sophisticated expertise and intellectual resources in-house to address complex trust, estate, philanthropic and other planning issues faced by our clients. We work directly with our clients’ advisors, CPAs, attorneys and insurance agents as a team to manage the planning and investment management process.

We are unlike large wire house firms that can’t dedicate the time and resources to providing the level of customized service and attention that clients need to stay informed and on track. We are not like a small firm that typically does not have the staff or partnerships necessary to keep investors aware of the most cutting edge opportunities available.

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