About
About Granite Flat Capital Partners
Who we are and how we invest.
A portfolio should be understood by the people who own it.
An investment firm in New Orleans
Granite Flat Capital Partners is an investment and asset management firm in New Orleans, Louisiana. We work with families, nonprofit foundations, church endowments and owners of local businesses.
We begin with a written statement of goals and risk limits. We then build the portfolio, rebalance on a schedule and meet each client every quarter.
Goals, portfolio, quarterly review
We write down goals and risk limits, build the portfolio, rebalance on a schedule and meet every client each quarter.
How we work
01
State the fees
Every report lists what you paid.
02
Use plain benchmarks
Returns are compared with simple, public measures.
03
Meet each quarter
Every client gets a scheduled review.
04
Write the reasons
Each change is explained on paper.
Address2815 Orleans Ave, New Orleans, LA 70119, USA
Phone(504) 693-2185