Wealth Management –

You have good questions.
We have solutions.

Gratus Capital is a consultative wealth manager focused on serving successful individuals, families, foundations, endowments and other institutions nationwide. We offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing invaluable counsel, recommending intelligent, custom solutions, and upholding fiduciary standards.

Gratus is here to help you shape your financial independence. We see money as an empowering tool, enabling individuals and families to realize their dreams and helping institutions in their pursuit of worthy undertakings.

How do you define Financial Independence?

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What We Do

Investment Management

We provide investment capabilities across traditional and alternative asset classes to individual investors and institutional investors.

Integrated Financial Planning

Find a path to financial independence through our signature cash flow discipline, thoughtful planning and measured investments.

Family Wealth Advisory

Discover the power of coordinated high net worth family wealth planning with Gratus as your Personal Wealth Advocate.

News & Insights

Evaluating the Place of Risk in Your Financial Plan

Learn about portfolio risk and how some degree of risk is likely necessary to reaching your financial goals. Crafting a diverse portfolio of investments can be an excellent way of mitigating risk while also taking advantage of opportunities to grow wealth.

The Role of Preferred Dividends in Portfolios

Preferred dividends have an important place in any strategically crafted investment portfolio. Learn why in this article.

Understanding Tactical vs. Strategic Asset Allocation

Tactical and strategic asset allocation both have the same goal of wealth building, but differ greatly in terms of asset selection and management. Learn about asset allocation models that take investor goals and comfort with risk into account in this article

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any adviser paid a fee for the award.