INDEPENDENT INSIGHT TO BUILD YOUR FINANCIAL SECURITY

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
What We've Done For Almost Two Decades

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
Kerry W. Bradley, CFA, MBA
Mother of 4, wife of Chris, animal lover, close-knit family. All around great person! Former monorail driver at Disney World – no, really. Thai food cannot be too hot – think fire extinguisher.
Glenn E. Atkins, CFA, MBA
Father of 4, ATM machine for college kids, experienced rickshaw pilot, cat owner, computer geek. Restores vintage fountain pens.
James B. Bell, CFA
Father of 2, husband of Shelli, bicycle riding beast!
Carla M. Atkins
Mother of Bo and Ashley, grandmother of too many to count, avid reader, crossword puzzle freak!

Portfolio Management Services

...custom portfolios built with individual securities...

Core Equity

...for the long-term...

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
Discover

Balanced Accounts

...some of both...

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
Explore

Core Fixed Income

...for those needing 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
Learn

Retirement Analytics

...future possibilities...

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
Find Out

THINGS TO CONSIDER

...cohesive teamwork builds longevity...

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...
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