Why Granace? There are many approaches and firms for financial planning and managing your assets, but there are compelling reasons to choose Granace:

Trust

Personalized Solutions

Technology Expertise

Competitive Pricing

Trust

Granace Capital is a Registered Investment Advisor, a fiduciary, legally obligated to always and only act in your best interest. Unlike fiduciaries working for large financial companies, we not only act in your best interest, but we also have no conflicts of interest nor do we make money from particular investment recommendations. We use Charles Schwab and TIAA as custodians for securing and investing your assets. 

Personalized Solutions

We listen! Let's see if we are likely to successfully work together. Financial planning is deeply personal, and you need to feel comfortable in the relationship. We will hear your needs, goals, and risk tolerance. Based on this, we develop a comprehensive plan with you. The plan may include saving for retirement or not out-living your retirement money; saving for educational expenses for children or grandchildren; and/or how to invest an inheritance or create a plan to preserve your wealth for future generations. 

Managing your money, we don't stamp out solutions like many competitors who simply use turnkey asset management platforms (TAMPs). We may choose to use model portfolios developed by large financial companies for a part of your portfolio,  but the overall approach is a comprehensive custom plan, individually designed for you. We don't employ a wholesale AI approach; we use artificial intelligence to aid in informing and blending our solutions, but never to completely design them.

Technology Expertise

David Ackerman, Granace Capital Founder, was the first and only Chief Digital Officer for New York University, the largest private University in the United States. As technology experts, we don’t just focus on technology companies. Today, competitive advantages in virtually every industry depend on technological prowess. Through our vast experience and network of top experts in the field, we discern the difference between buzzwords vs. game changers; best technologies vs. successful technologies; and longshots vs. likely prospects. Although expertise does not guarantee returns, it is a competitive advantage.

Competitive Pricing

We charge based on assets under management (AUM). We aren't afraid to publicize our registered graduated rate tiers, generally well lower than the overall costs involved in actively managed mutual funds:

      Asset Band            Annual Rate 

        $0 to $1M                 1.20% 

 $1,000,001 to $2M          0.90% 

$2,000,001 to $10M         0.60% 

     $10,000,001 +             0.30%

So, for less than the cost of a managed mutual fund, Granace will provide you with the level of risk with which you are comfortable, in seeking to achieve your needs and goals. We generally only work with individuals and families with more than $1 million in investable assets; however, we will consider those with at least $250,000 and clear wealth potential.

If Granace sounds interesting to you, let's talk.