GARRISON PHILLIPS, LLC

Overview

Garrison Phillips, LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates as a fee-based adviser — charging a percentage of assets under management, plus offering hourly and fixed-fee engagements — and supplements advisory services with insurance brokerage. Its stated advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, pension consulting services, and the selection of other advisers. The firm identifies itself as a capital allocator, meaning it places client assets with third‑party managers when appropriate. Investment implementation appears centered on pooled public funds and mutual funds as the core building blocks of client portfolios. Garrison Phillips also uses external alternative managers for targeted exposures (notably real estate and managed futures), indicating a mix of traditional diversified fund solutions combined with third‑party alternatives for diversification and potential return enhancement. The firm does not characterize itself as an active ESG investor.

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Location & Offices