Practice Management

Reduce Your Cost of Doing Business

Our practice management support is customized for you and the business you work so hard to build.

 

Support Solutions Can Include

Custom Sales Presentations

     – Marketing Materials

     – Accounting & Reporting

Practice Management Solutions

     – Client Support

     – Conference Calls

     – Customized Commentary

     – Regular Performance Updates


Our Purpose

At Garrison, our purpose is to provide you with the portfolio management and support required to successfully maintain and grow your business in today’s market environment. We offer a variety of portfolio and practice management solutions built to last through recessions, tough market cycles, and recovery periods. GarrisonConnect.com was created as a total solution tool encompassing all aspects of building your business successfully. 

Total Access
Providing your clients with customized institutional management for their private portfolio is just the beginning. You have access to a variety of programs as a part of our service to you. As an adviser you have the ability to work with us to customize marketing materials, sales presentations and financial commentaries for your prospects and clients.

Endless Opportunities
The opportunities are endless with Garrison. Most separate account managers and mutual fund companies want you to conform to their business models. Our philosophy is just the opposite.  Like our portfolio management service, our practice management support is customized for you and the business you have worked so hard to build.

Custom Marketing Solutions

Our institutional partnership with you goes way beyond just investing. You have total access to our investment professionals, customized portfolio accounting solutions, and turn-key marketing material tailored to your specific style of wealth management.  This allows you to focus on the key aspects of client acquisition and retention, fully knowing that your portfolio management and support requirements are in expert hands.
All this is provided in a comprehensive practice-management solution with individualized portfolio management at a fee structure that can be less than the average mutual fund, allowing you to focus on the client service aspects of your practice that are critical to your success.