GRANITE FINANCIAL GROUP

Overview

Granite Financial Group is an independent registered investment adviser that focuses on fee-based planning and portfolio management for individuals, families and small businesses, and also provides pension consulting services. The firm began SEC registration in 2019 and operates under an owner-type classified as individual. Its fee structure uses a mix of percentage-of-assets, hourly charges and fixed fees, which supports both ongoing advisory relationships and project-based engagements. Granite positions itself as an active ESG investor, incorporating environmental, social and governance considerations into portfolio construction and manager selection. Investment activity centers on pooled public funds as the primary vehicle for client exposures, complemented by third-party alternative strategies. Granite works with both individual and institutional clients and typically implements diversified allocations through mutual funds, separately managed accounts and selected external managers for non-traditional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices