For a second consecutive year, we ranked no. 4 nationwide and no. 1 in the Southeast on Forbes/Shook list of the Top RIA Firms! We are so proud of our team for making this achievement possible. Click on the link to learn more: https://lnkd.in/gG_WuVqZ #ranked #forbeslist #ria #nationwide #southeast #wealthmanagement
Gratus Capital
Investment Management
Atlanta, Georgia 1,993 followers
Our commitment to stewarding your wealth goes well beyond our fiduciary responsibility to invest in your best interest.
About us
Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. We structure our relationships around personal attention and responsiveness, accuracy is demanded and our advice is always thoughtful and well researched. We provide research, ongoing market analysis and insight, proactive communication, frequent review of investors’ objectives and opportunities, and the intellectual horsepower to evaluate ancillary financial issues and decisions while finding ways to provide thoughtful service.
- Website
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https://gratuscapital.com/
External link for Gratus Capital
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 2005
- Specialties
- Investment Management, Financial Planning, Estate Planning, and Wealth Management
Locations
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Primary
Get directions
3535 Piedmont Rd NE
Building 14-500
Atlanta, Georgia 30305, US
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Get directions
3135 Easton Turnpike
Fairfield, Connecticut 06825, US
Employees at Gratus Capital
Updates
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Join us in welcoming Colton Dixon to the Gratus team! Colton joins us as a Client Service Associate to help advance our commitment to an excellent client experience by supporting activities such as client onboarding, account maintenance, client scheduling, and portfolio accounting and reporting. #welcometotheteam #clientservice #experience #wealthmanagement
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Please help us welcome Madison Rutherford to the Gratus team! As Client Service Associate, Madison’s primary focus is helping to advance our commitment to an excellent client experience by supporting activities such as client onboarding, account maintenance, client scheduling, and portfolio accounting and reporting. #welcometotheteam #clientservice #experience #wealthmanagement
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We are excited to welcome Ben Huston, CFP® to the Gratus team! Ben brings with him over 15 years of experience in the wealth management industry. As Managing Director of the Mid-Atlantic, Ben leads business development efforts to help drive growth for the firm. #welcometotheteam #businessdevelopment #midatlantic #growth #cfp
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Please join us in welcoming Yoan Simbafo, MBA to the Gratus team! Yoan joins us as our Portfolio Administrator to support the implementation of investment strategies and key projects focusing in the areas of trading, operations, and compliance. #welcometotheteam #portfolio #investmentstrategy #mba #trading
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We are excited to share that we will be joining The Colony Group! “Gratus was founded on the mission of helping clients make the most of their life journey. Joining Colony is a natural step in continuing to offer and expand the expertise, guidance, and hands-on advice that our clients rely on to accomplish their life’s goals,” said Hank McLarty, Founder and CEO of Gratus. Click on the link to learn more: https://lnkd.in/et2z2MAb
Gratus Capital to Join The Colony Group - Focus Financial Partners | RIA Investors
https://focusfinancialpartners.com
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In this week's episode, Gratus Chief Investment Officer Todd Jones, MBA, CAIA® provides an update on the market and analyzes the persistent underappreciation of earnings as measured by estimated versus actual. Click on the link to listen to the full episode: https://hubs.ly/Q02GKkD_0
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Many clients know that they want to help their child or grandchild with education expenses, but not everyone knows what options are available. In this article, Wealth Advisor Anna Katherine Davis, CFP® explains two account options: 529 Plans and UTMAs. Click on the link to learn which account may be best for you: https://lnkd.in/eVHVBTFK #529plan #utma #ugma #education #cfp #financialplanning
Explaining 529 Plans and UTMAs
gratuscapital.com
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In this week's episode, Gratus Chief Investment Officer Todd Jones, MBA, CAIA® provides an update on the market, discusses the potential evolution of market concentration, and analyzes the differences in market performance. Click on the link to listen to the full episode: https://hubs.ly/Q02FPmyd0
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In this week's episode, Gratus Chief Investment Officer Todd Jones, MBA, CAIA® provides an update on the market, discusses the upcoming US presidential election, and analyzes inflation's continued deceleration. Click on the link to listen to the full episode: https://hubs.ly/Q02DWKZ_0