Blue Granite Capital is a Registered Investment Advisory firm located in Charleston, South Carolina. Our partners have a combined ninety-five years of diverse investment experience. Our investment management services are focused on capital preservation, tax efficient investing and a low-risk approach to asset growth by developing a balanced portfolio of stocks and bonds.

The Blue Granite Difference

  • Independence: Blue Granite is 100% employee owned
  • Experience: Blue Granite Capital’s founder and partners have a combined 95 years professional investment experience managing high net worth and institutional assets
  • Culture: Intellectual curiosity, critical thought, transparent investment process and open-communications
  • Intense Client Focus: Capital preservation, risk management, low portfolio turnover and tax efficiency (as applicable) are paramount
  • Clients: We focus on customization and alignment with the specific needs of high net worth, family office, ERISA and Captive Insurance Company clients: On average, Family Offices allocate 45% of total investments to a balanced (core) holdings investment strategy (Source: Campden Wealth Global Family Office Report 2018)
  • Services and Resources: Direct access to Senior Management, Investment Professionals and Institutional Research
  • Account Access: All Blue Granite client assets under management are securely custodied at BNY Mellon/Pershing—the largest global provider of custody and trading services with $34.5 trillion under custody and/or administration
  • Fee-Only: Our fee structure is transparent, competitive, and easy to understand.We only trade when beneficial to the clients portfolio
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