Columbus · Investment and Asset Management
Investment management for Columbus families who want every holding explained.
GraniteFlat Investment Partners manages portfolios for families, business owners and foundations in Columbus, with a written reason for every holding and fees shown first.
Illustrative. Not a recommendation.
Fees first
What you pay, written down.
| Service | How it is charged | When |
|---|---|---|
| Portfolio management | Annual percentage of assets advised | Quarterly |
| Financial plan | Flat fee, quoted after the first meeting | Once, then at reviews |
| Fund costs | Shown per holding | Ongoing |
Services
Investment and Asset Management
Portfolio Management
Diversified portfolios built around goals.
A plan you understand.Investment Research
A written case for every holding.
Reasons, not hunches.Fee Reviews
Every cost shown before you invest.
No surprises.Retirement Income Planning
Cash needs mapped year by year.
Income you can count on.Foundation Portfolios
Policies and portfolios for boards.
Clear stewardship.Quarterly Reporting
Progress against your written plan.
Steady oversight.If it cannot be explained,
it does not belong in the portfolio.
How we work
From first meeting to quarterly review.
Step 01
Listen
Goals, timelines and cash needs written down.
Step 02
Plan
A portfolio built around that plan.
Step 03
Review
Progress checked every quarter.
Portfolio check
Do you know what you own?
Tick what is true today.
Nothing is sent anywhere. This runs in your browser.
Questions
What people ask before they call.
What is your minimum account size?
We discuss fit in the first meeting rather than set a fixed minimum.
How are you paid?
An annual fee based on assets advised, shown in writing before you invest.
Who holds my money?
An independent custodian. We never hold client assets ourselves.
How often do we meet?
Quarterly, plus whenever your situation changes.
Do you work with my accountant?
Yes, with your permission.
Do you guarantee returns?
No. Investing involves risk, including loss of principal.
Client feedback
What clients say
“Every holding comes with a short note explaining why.”
“They talked about our goals before talking about markets.”
“Our accountant and attorney are finally on the same page.”
Representative client feedback. Client names are left out.
Contact
Could you explain your three largest holdings?
Request a portfolio review. We will write a one page note on each of your top holdings.
Request a portfolio review(614) 463-3505yuki@graniteflatpartners.com