Investment Management

Our Approach

We provide a framework to navigate the risks and rewards of wealth, starting with personalized strategies and thoughtful portfolio construction.

Our focus is to help you achieve your financial goals by building a portfolio of smart investments, minimizing your taxes and expenses, and mitigating your risks. We have a fully integrated approach to investment selection that is designed to preserve and grow your capital.

Portfolio Construction

We provide investment capabilities across traditional and alternative asset classes to individual investors and institutional investors. We take an objective based approach to portfolio construction and active management.

Global Equity

70%
T Bar Blue

Active

Portfolio Management Style

Passive

Internal Mutual Fund

Dividend Growth SMA

Dividend Growth Hybrid

Index Focused

Alternative

70%
T Bar Green

Liquid

Private

Growth Oriented

Income Oriented

Vetted Direct Strategies

Private Investments

Fixed Income

70%
T Bar Blue 2

Higher

Liquidity

Lower

Mutual Funds & ETFs

Individual Bonds

As a manager of global assets, we analyze market trends and make appropriate changes in the portfolio in an effort to enhance returns and reduce risk. We make proactive decisions based on our research and rebalancing discipline.

1

Investment Philosophy

At Gratus Capital, we seek to achieve growth and capital preservation in our investment portfolios. Our objective is to help clients achieve their financial goals by building a portfolio of smart investments, minimizing taxes and expenses, and mitigating risk or loss of capital. All investments carry a certain amount of risk, and it is our job to weigh the potential reward against the risk of any investment to decide if the investment is appropriate for a client’s portfolio.

When selecting investments, we believe in taking a “value-oriented” approach. The basic concept behind value investing is buying an investment at a price that is below its intrinsic value. We seek to optimize returns by finding investments that are undervalued in the market. Value investing is a long-term strategy and requires diligence and patience.

What Is Value

What Is Value?

Embedded in the term “value” is the idea that we are attempting to purchase assets for less than their perceived fair value. We believe in this approach because buying something for less than itʼs worth is critical to managing risk.

This value investing approach is one that has withstood the test of time because it requires discipline and a conviction to do what others are unwilling to do when markets become over-priced or under-appreciated.

What Is Risk

What Is Risk?

There are different definitions of what risk is and how it should be measured. Many in the financial mainstream believe that risk is defined and measured by volatility (or the up or down movement of a security). In our opinion, risk is not volatility. Risk is simply the permanent loss of capital. We believe one of our strongest qualities as an investment firm is our focus on identifying and managing risk.

What Is Risk?

There are different definitions of what risk is and how it should be measured. Many in the financial mainstream believe that risk is defined and measured by volatility (or the up or down movement of a security). In our opinion, risk is not volatility. Risk is simply the permanent loss of capital. We believe one of our strongest qualities as an investment firm is our focus on identifying and managing risk.

What Is Risk
Probability Versus Certainty

Probability Versus Certainty

We think in terms of potential outcomes at the inception of every investment. While no one can claim to be a proficient market-timer, probabilistic analysis based on our understanding of valuations informs our investment decisions. In plain terms, this process means that we will include or exclude certain assets in portfolios at various points in the economic cycle. We seek to minimize taking binary positions (e.g., all cash or market-timing) by monitoring cyclical aspects of both the economic and investment environments.

Objective Based Versus Risk Based

Objective-Based Versus Risk-Based

We combine a client’s personal financial objectives and relative risk tolerance to build an appropriate asset allocation where we seek to reduce risk in the pursuit of a financial goal. This goal-oriented investment approach includes additional considerations such as income need, time horizon, and tax status.

Objective-Based Versus Risk-Based

We combine a client’s personal financial objectives and relative risk tolerance to build an appropriate asset allocation where we seek to reduce risk in the pursuit of a financial goal. This goal-oriented investment approach includes additional considerations such as income need, time horizon, and tax status.

Objective Based Versus Risk Based
Dedication To Continued Learning

Dedication To Continued Learning

We continually evolve the capabilities of our investment platform to meet the needs of our clients. We have developed new capabilities over the years to seek more durable long- term return streams, deepen the client engagement, and provide advice across a wider range of investment solutions.

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