High Grade Investment Solutions, LLC

Overview

High Grade Investment Solutions, LLC operates as a small, fee-based wealth manager focused on discretionary portfolio management for individuals and small businesses. The firm runs a concentrated, fixed-income oriented strategy: a large portion of client assets is allocated to state and local municipal bonds, reflecting a tax-aware, income-driven approach rather than an equity-heavy allocation. Services are delivered on a percentage-of-AUM fee model to a compact book of clients, which supports a high-touch, customized management style. Investment activity centers on separately managed account structures and direct bond holdings rather than pooled equity strategies. The firm is not positioned as an ESG-focused advisor and functions as a single-state, single-office practice that relies on institutional custody rather than an in-house brokerage platform.

Assets & Accounts

Investments & Alternatives

Location & Offices