Portfolio Management
Diversified portfolios built to a written policy and rebalanced on a schedule.
A portfolio that matches your plan.
Granite Flat Capital Partners
Investment management for Gulf Coast families and foundations, explained in plain terms.
Granite Flat Capital Partners manages portfolios for families, foundations and business owners in New Orleans and along the Gulf Coast. We write down your goals, build a portfolio to match and send a clear report every quarter.
What we do
Investment services
Retirement Planning
Income plans for retirees and business owners, with spending and tax scenarios.
A retirement plan you can follow.
Foundation and Endowment Oversight
Investment policy, manager review and board reporting for nonprofits.
Clear reports for trustees.
Fixed Income
Bond ladders and municipal portfolios built around cash needs.
Income when you need it.
Fee and Portfolio Review
A written review of fees, concentration and risk in your current accounts.
A clear picture of costs.
Quarterly Reporting
One-page reports covering holdings, fees and returns against a plain benchmark.
Reports you can read in minutes.
We report fees and results the same way every quarter.
Each client receives one page showing holdings, fees paid and returns against a plain benchmark. If we change the plan, the reason is written on that page.
State the fees
Every report lists what you paid.
Use plain benchmarks
Returns are compared with simple, public measures.
Meet each quarter
Every client gets a scheduled review.
Write the reasons
Each change is explained on paper.
Client feedback
What clients say
“The first report listed every fee. I had never seen that from a previous advisor.”
Representative client feedback - trustee of a New Orleans foundation
“They built an income plan for retirement and showed what happens if markets fall.”
Representative client feedback - retired business owner
“Ethan explains choices in plain words and does not rush the decision.”
Representative client feedback - treasurer of a church endowment