GAISER invests your funds in a professionally managed portfolio that is diversified across sectors such as US Stocks and Bonds, International Stocks and Bonds, and Commodities. As the saying goes, “don’t put all of your eggs in one basket.”
GAISER will automatically rebalance your portfolio for you in a tax-efficient, disciplined manner. This will ensure you stay on track to meet your long term goals and help you avoid costly, emotional missteps. We don’t chase short term returns, we don’t stock pick, and we don’t try to time the markets.
Our annual management fee is 0.80% of assets under management (AUM). No trading fees. No consultation fees. We only invest in ETFs with very low fund fees. Our FREE online analysis tool shows you how much you’re currently losing to fees, and how much we would charge you in fees.
This should go without saying, but you should know what you’re invested in. Our FREE online analysis tool presents you with the portfolio we recommend for you, without any commitments whatsoever. We also provide you with a side-by-side comparison of your current portfolio and our recommended portfolio. For free.
Not only should you know what you’re invested in, but you should also understand what you’re invested in. Wall Street can be very intimidating with their fancy phrases like long/short, collaterized debt obligations, mortgage bonds … yikes. At GAISER, we only invest in low-cost Exchange Traded Funds (ETFs). It’s also a liquid portfolio, which means you can withdraw your money at any time.
Granite Springs is a fee-only RIA, which means we are legally obligated to act in our clients’ best interests, always. We will not push products on you and we do not receive commissions, therefore there is no conflict of interest.
With GAISER you can get a free portfolio review, open an account and sign transfer documents in as little as 10 minutes. The entire process is electronic, paperless, and painless. So quit looking for excuses. Roll over that old 401k. Leave your dad’s Financial Advisor. Start to take control of your financial future!
you have options.
When your assets grow and your financial situation gets a bit more complicated, you have the option to seamlessly transition to a full-service wealth management account.
Granite Automated Investment Service (GAISER)
For investors who are interested in an automated advisory program containing a diversified mix of low-cost Exchange-Traded Funds (ETFs)
Private Wealth Management
For investors who need a more customized portfolio, and personalized financial planning services provided by our team of dedicated, experienced Financial Advisors
For high net worth investors who may want access to alternative investments such as limited partnerships, in addition to the services provided through our Private Wealth Management platform.
$1M Net Worth and $200k annual income ($300k joint)
No commitments necessary.
But if you sign up for our wait list and fund an account when we launch, you can earn up to 3 months of investment management for free!
Fund with $25,000 - $99,999 = 1 month of management fees for free
Fund with $100,000 - $249,999 = 2 months of management fees for free
Fund with $250,000+ = 3 months of management fees for free