Investment Philosophy
...because personal relationships are everything...
INVESTMENT PHILOSOPHY
We seek to provide income, capital appreciation & capital preservation through a disciplined approach of asset allocation, security selection, and portfolio construction which is consistent with long-term wealth building, inflation protection and the realization of your goals
ABOUT THE FIRM
Garrison Financial Is With You Every Step Of The Way
Garrison Financial helps individuals and families build wealth and create multi-generational financial legacies. We offer private investors the sophisticated investment management services normally reserved for large institutions and the very wealthy, and combine them with a dedication to the highest quality personal service. Sometimes the parts are worth more than the whole.
Investment and Portfolio Management
Personalized Core Stock, Core Bond, and Balanced Accounts
RETIREMENT PLANNING AND MODELING
Guiding You Through Life's Most Important Stages
A BOUTIQUE FIRM, A UNIQUELY RESPONSIVE INVESTMENT TEAM
Requests And Strategies Are Met And Executed Quickly
MONEY MANAGEMENT SOLUTIONS FOR...
Individuals And Institutions Throughout The United States
Our Team
...experience is forged on the anvil of knowledge...
Kerry W. Bradley, CFA, MBA
Glenn E. Atkins, CFA, MBA
James B. Bell, CFA
Carla M. Atkins
Portfolio Management Services
...custom portfolios built with individual securities...
Core Equity
CapitalGrowth
- Individual Securities and/or Mutual Funds
- Sectors Well Diversified
- Tax Efficient Management
- Low Portfolio Turnover
- Matched To Risk Tolerance,Time Horizon and Goals
- Large, Mid, Small Cap Blend
Balanced Accounts
Growth andIncome
- Individual Securities and/or Mutual Funds
- Investment Grade Bonds
- Intermediate Maturities
- Typically 60% Stocks, 40% Bonds
- Unique Bond Analytical Models
- Matched To Risk Tolerance, Time Horizon and Goals
Core Fixed Income
IncomeGeneration
- Individual Securities and/or Mutual Funds
- Investment Grade Bonds
- Intermediate Maturities
- Sectors Well Diversified
- 100% Bonds - For Income
- Matched To Risk Tolerance and Time Horizon
Retirement Analytics
MonteCarlo
- Can You Retire On Time?
- How Do You Know For Sure?
- How Certain Are You?
- Let Us Help
- Sophisticated Probability Analysis
- Peace Of Mind About Your Future
THINGS TO CONSIDER
...cohesive teamwork builds longevity...
Things We Focus On
...and how we can help...where do you want to go?...more importantly, how will you get there?
We work with small individual investors, high net-worth families, institutions and charities. If you think your portfolio is too small for us, and you're still reading this, it probably isn't.
Something On Your Mind?
...we'd love to hear from you...
LATEST blog posts
...our view from the trenches...
Market Wrap September 2016
Again in September, the S&P500 was essentially flat for the month. Year to date was +6.08% and trailing twelve months was +12.93%. Oil continues to trade in the high $40’s/bbl, while gold is once again in the low $1,300’s/oz.
Market Wrap August 2016
Markets were essentially flat for the month with a year to date return of 6.21% on the S&P 500. For the last 12 months, the market was up a little over 10% at 10.08%. The yield on the ten year US Treasury was 1.58%, down a full 69 basis points for the trailing 12 months.[…]
Market Wrap July 2016
In July, markets again had outstanding performance. For the month the S&P500 Index was up +3.56%, YTD was up +6.34%, and TTM registered +3.32%. YTD sector leaders include Telecom, Utilities, and Energy. The 10 Year Treasury yield for the month was down 1 basis point to 1.50%. Download the PDF for the full review.
Market Wrap March 2016
Markets across the board had great returns for the month of March 2016. The S&P 500 was up +5.73%, the Dow +6.28%, and the NASDAQ +6.09. The energy sector was the clear winner for March and pharmaceuticals largely were the worst performers. The 10 year Treasury was flat for the month, up 3bps to yield[…]
Quarterly Market Letter 1Q 2016
As we rang in the New Year, the three C’s – China, Commodities and Central Banks, continued to dominate the news wires and fueled volatility in equity markets. 2016 started off on a sour note as investors poured out of risky assets, oil plummeted, the Bank of Japan implemented negative interest rates on excess reserves[…]
Quarterly Market Letter 4Q 2015
So much for the calendar year or election cycle prognostications. The past year was supposed to be a good one as years ending in “5” have nearly all been good and the third year in a presidential term has historically been the strongest. 2015 was anything but, as investors focused on plunging energy prices, the[…]
Market Wrap February 2016
The markets continue to be volatile for the year and performance remains negative. The S&P 500 Index is down -5.47% for the two months. At month-end, the 10 Year Treasury was yielding 1.73%. Check out the PDF for the balance of February’s market summary.
Market Wrap November 2015
What the market gave in October it took away in November. The S&P 500 index was down slightly for the month, registering a return of negative -.48%. For the year, the S&P 500 is up a meager +1.04%, but positive nonetheless. We’ve said all along that if the markets can be no worse that flat[…]
Market Wrap October 2015
The markets were up substantially during October as the S&P 500 registered a gain of +8.30%. This managed to push the year-to-date return slightly positive at +.99%. Trailing 12 gains were a less than respectable +3.04%. Check the PDF for all the details.
Are Investors Haunted by Corrections Past?
It finally happened. After nearly four years, stocks suffered a correction in late August. Sure, it hurts to lose money, just like it always does. But I’m a numbers guy, so I find it helpful to review the historical record for the frequency and severity of such events, and more importantly, what to expect on[…]