Institutional Service

 
At Garrison we strive to provide the highest quality research and portfolio management services. Our program is reserved for only a select group of highly successful wealth managers and their clients. As an independent portfolio manager, free from outside influences and product mandates, we can search the vast universe of investment options to identify those most suitable for individual portfolios.
 
Our research process employs both fundamental analysis and quantitative metrics, augmented by our rigorous qualitative assessment of company management.  With decades of investment experience, our institutional investment team will work along-side you and your client to achieve specific client objectives and we will structure their investment accounts to meet specific trading and reporting requirements. We are committed to providing a service that is as personal as it is professional.
Our investment philosophy seeks to provide capital appreciation and preservation through a disciplined approach of security selection and portfolio construction which is consistent with long-term wealth building, inflation protection and the realization of client goals. We maintain a long-term market focus that covers entire market cycles and is generally three to five years in horizon.
 
We do not attempt to “time” the market and we do not trade excessively.  We conduct our own investment research in-house and our portfolios are specifically tailored to meet the needs of each client.