Gratus: Latin for “Grateful Steward”
This sentiment captures our true gratitude for our clients, which is reflected daily in our sincere efforts to serve and exceed their expectations.
Who We Are
What’s in a Name?
We offer:
- A Tailored Team Approach to Each Client
- Strictly Fee-Only Advisory Services
We Are Fiduciaries
We have a fundamental obligation to act in the best interest of our clients and to provide investment advice in our clients’ best interests. We owe our clients a duty of undivided loyalty and utmost good faith.
Fiduciary Oath
National Association of Personal Financial Advisors
The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.
What the Fiduciary Oath means to you - the Client
- We shall always act in good faith and with candor.
- We shall be proactive in our disclosure of any conflicts of interest that may impact you.
You have important goals.
Gratus Capital is here to help you reach them.
Awards
Forbes America’s Top 100 Wealth Advisors
Top 10 Best Financial Advisors in Atlanta
Forbes America’s Top 100 Wealth Advisors
Forbes Top 100 Wealth Advisors in the U.S.
Top Steward for its Select Group of Clients
Top 10 Georgia Financial Advisors and Wealth Managers
My vision was cast; to create a firm that works every day to provide financial well-being at the most personal and yet sophisticated level...
Hank McLarty
Founder & President
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. Information about the criteria used in making these rankings is available by clicking here
Meet The Team
Hank McLarty
Founder and CEO
Neil Campbell, MBA
President
Todd Jones, MBA, CAIA®
Director of Investments
Travis McKinney
Chief Compliance Officer
Gratus Happenings
Portfolio Management: Our Approach To Portfolio Rebalancing
For every investment organization, portfolio management plays a key role in the execution of any strategy. In our opinion, one of the most critical activities involved in portfolio management is rebalancing.
Market Matters Live Cast July 28th, 2020
This week, Todd discusses the uptick in COVID-19 cases, the impact on the market and the sustainable return of active management.
Estate Planning in the 2020 Election Year
COVID-19’s impact on the economy has had a negative impact on Trump’s reelection odds. If Democrats win, will they wait until 2025 when the Trump tax cuts revert to prior law? With a deficit this large—can they afford to wait?
Gratus Capital, LLC, has been a partner firm of Focus Financial Partners since October 1, 2014. Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.
