GARRETT CAPITAL INVESTMENT MANAGEMENT

Overview

Garrett Capital Investment Management is a small, individually owned advisory corporation focused on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-assets fee and serves a client base described as individuals and families. It does not identify as an active ESG investor, is not positioned as a pension consultant or capital allocator, and is not a multi-state adviser according to the filings available. The firm is affiliated with activities that include acting as an investment adviser or sponsor and serving as a general partner/managing member of pooled investment vehicles. Classification on public snapshots is “unclassified,” and the firm appears to operate as a traditional advisory practice rather than a large institutional allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices