Link your accounts... FREE!
Our technology allows you to link all of your outside accounts for a complete view of your financial picture. We will then give you a complimentary investment analysis and risk assessment, and also show you how much you're losing each year to fees.
Tell us about your goals... FREE!
You will be asked a series of questions so we can get a better understanding of your time horizon, risk tolerance and overall financial picture.
Get a portfolio review... FREE!
Based on your answers, we will match you to the Granite Springs portfolio that is best suited for you, providing a side-by-side comparison of your current portfolio vs. our recommended target portfolio.
(This is still free, by the way.)
IF YOU LIKE WHAT YOU SEE...
Open an account with Granite Springs and electronically sign transfer documents, right on the spot. The entire process is paperless and can be completed in as little as 10 minutes.
we'll take it from There...
Granite Springs will then invest your funds in a low cost, professionally managed portfolio that is diversified across sectors such as US Stocks and Bonds, International Stocks and Bonds, and Commodities. We offer multiple portfolios to meet both your short-term and long-term needs.
We continuously monitor and rebalance your portfolio in a disciplined, tax-efficient manner to keep you on track to achieve your long term goals.
NO STRINGS ATTACHED.
No commissions, no trading fees, no conflicts of interest. The annual management fee of 0.80% of total assets under management covers everything.
We are a fiduciary, which means we act in our clients’ best interests, always.