Garrison Asset Management, Inc.

Overview

Garrison Asset Management, Inc. is a small, corporate-structured advisory firm that serves individual and family clients through percentage-of-AUM fees. The firm lists portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory activities. It does not identify itself as an active ESG investor and is not described as a multi-state or newly formed adviser. The ownership is individual rather than institutional, and the firm maintains an industry affiliation as a real estate broker. Its public profile frames it as a fee-based wealth manager with a tilt toward traditional portfolio management and consulting for private clients and business-related accounts.

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