GARNETT INVESTMENT STRATEGIES

Overview

Garnett Investment Strategies is a limited liability company that acts as a capital allocator to individual, family and institutional clients. The firm is SEC-registered as of 2024 and charges clients on a percentage-of-AUM basis. Its stated advisory activities include portfolio management for individuals and small businesses, selection of other advisers, and providing pension consulting services. The firm is not positioned as an active ESG investor and is not a multi-state adviser. Investment activity centers on discretionary portfolio management, with a clear tilt toward using pooled public funds and mutual funds as the primary building blocks. The firm also engages third-party managers when it selects external advisers, indicating a multi-manager approach for certain mandates. Garnett Investment Strategies lists an affiliation with an insurance company and describes itself as a capital allocator, which implies it blends direct portfolio management with manager selection and allocation to outside strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices