About Garrison Phillips
Garrison Phillips, LLC is an independent registered investment advisor providing discretionary investment management services to private clients including individuals.
GP also provides non-discretionary advice and brokerage services to businesses and other entities regarding their retirement plans.
Garrison Phillips, LLC is an independent registered investment advisor providing discretionary investment management services to private clients including individuals. Founded in 2005, GP is committed to maintaining the roots of its advice at the personal level focused on the client’s unique investment objectives and risk parameters.
GP mandates that the individual in the advisory role occupy the crucial position for providing guidance to clients. Corporate management directives and legal/compliance departments do not manage the investment decision-making process. Additionally since GP is not paid from investment banking transactions, trading desk arrangements with mutual funds, or proprietary products; GP remains un-tethered and unbiased from these relationships.
Valuing the quality of advice it provides to clients first and foremost, GP was established and is maintained as a fee-based advisor in order to align its interests with its clients. Since it is not a securities broker dealer, it does not charge commissions on securities transactions. For investment management services, portfolios are charged a fee based on a percentage of assets under management. As such, GP’s incentive is to have your portfolio appreciate in value.