Investors

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Here's a few things we offer investors on top of our investment management.

Riskalyze - What is your risk number and does your portfolio match?

Retirement Plan Projection - A part of the Riskalyze process.  See if your portfolio is going to carry you through.

Garrett Capital Newsletters:

  • Quarterly Newsletter - synoptic of important financial topic sent by mail to your address
  • Positions Update - A weekly summary of where our models stand right now
  • Video Email - short financial topic sent out regular to your email address, just click and watch
  • Quarterly post card - a one topic short synopsis on a current financial topic

The Garrett Capital App - your mobile link to us and your account.