Welcome to Gratio Investing

At Gratio Capital, we believe that where you put your money is one of the most important decisions you can make. Your money represents not only your hard work, but also your hopes and aspirations for the future.  That’s why our mission is to help people prosper financially and emotionally through investing.  And that’s why we are different than most other investment managers.  Like other good managers we believe that providing you with a superior product characterized by integrity and excellent service is the way for us to achieve our mission.  But unlike other managers we also always think about prosperity holistically.  

WHAT WE DO

Gratio Capital is an Investment Adviser providing investment management and supervisory services to individuals, companies, and institutions. Gratio account types are driven by the investment objectives and needs of each client. In each case we work to ensure that we provide a solution that is right for you rather than an out-of-the-box solution that doesn't fit your needs.  Typical Gratio Manged Accounts fall into one of two main categories based on the portion of the client portfolio invested with us:

Ready to Invest?

Learn how to open an account with Gratio Capital by visiting the 'How to Invest' area

HOW TO INVEST

 Equity Only Management

• Gratio manages only the active equity portion of your portfolio and does not necessarily have a complete picture of all your investable assets.
• Investment objectives are provided by you, the client.
• Can be handled as a discretionary or client directed account.* 
    

Full Portfolio Management

• Gratio provides full portfolio management and advisory services.
• Gratio works with you to understand your full portfolio picture and to craft investment objectives and limitations.
• Can be handled as a discretionary or client directed account.* 
    

*Client directed accounts are those where Gratio consults with and receives approval from the client before conducting any transaction or trade. 

What to Expect

Typically, as part of our investment management services we provide:

• Advice on how to best manage your investments*
• Recommendations on asset class suitability and allocation*
• Picking individual stocks or equity funds for you based on our research and value investing style
• Choosing additional specific securities such as Corporate Debt, Government Debt, Master Limited Partnerships, and Alternative Investments
• Ongoing monitoring of your portfolio to ensure your objectives are being met 
  

*While we do offer advice on managing your investments and asset allocation we do not charge for these services. We are not a financial planning firm but we do find it appropriate to help issue advice to clients in these areas when they are linked to management of investments.