Q: How do we start the process?

 

A: Call or e-mail to schedule your complimentary, no-obligation discovery meeting. By phone or in person (as logistics warrant), we’ll begin to explore your needs with you, and answer your questions about our investment process, philosophy and services.

FAQ

Q: Who holds my money, and how do I keep track of it?

A: Granite Hill Capital does not take custody of your assets at any time. To execute trades on your behalf and deduct our quarterly management fees, we maintain a limited power of attorney on your accounts, but the accounts are in your name, and you receive… more...

Q: What happens when we decide to proceed?

A: We’ll send you detailed information about Granite Hill and our services in an “ADV” format (as required by law), as well as a Client Agreement in which you authorize us to provide the services you choose. For Capital Management Services, we open an… more...

Q: What are Granite Hill’s fees?

A: First, we’d like to emphasize that we are fee-only, which means that our only compensation comes directly from you. We do not accept commissions or other compensation from mutual funds, banks, brokerage firms, or any other third parties. This helps us in… more...

Q: How do we start the process?

A: Call or e-mail to schedule your complimentary, no-obligation discovery meeting. By phone or in person (as logistics warrant), we’ll begin to explore your needs with you, and answer your questions about our investment process, philosophy and services. more...

Q: Do I need to live near you?

A: No. If you live outside the New York metropolitan/tri-state area, we can accomplish everything over the phone, Internet and mail. more...

Q: Do I have to stay with Granite Hill’s service for any length of time?

A: No, but the investment strategies we develop with you are designed for the long-term. If you do decide to move on, we will do all we can to assist you in making a smooth, professional transition more...

Q: Can I keep my assets where they are and make the changes myself?

A: If you are only using our Investment Planning, Financial Planning or Consulting services, yes you can. If we are providing you with Capital Management Services, we’ll require you to hold an account at our selected custodian, TD Ameritrade, for the assets… more...