• Richly-experienced, highly-credentialed investment management professionals
  • Independent organization – 100% employee owned
  • Disciplined, risk-controlled approach to protect and build client wealth
  • Customized investment counseling and style-specific institutional services
  • Serving individuals, institutions, and separately managed account programs
  • Personalized client service with superior customer support

 

Red Granite Advisors  
Red Granite Advisors LLC is a richly-experienced and talented group of investment management professionals. Having worked together for many years, we represent an independent organization with an emphasis on investing in leading high-quality growth companies for the long term. Collectively, our team of successful portfolio managers and research professionals has over 200 years of experience. Our experience and capabilities translate into sound investment advice and excellent client service.
 
Our name comes from Wisconsin’s state rock, known for its strength and durability. Strength and durability are key principles underlying our philosophy for constructing investment portfolios. We invite you to contact us to discuss how our asset management capabilities can serve you or your institution.
 
Joel D. Vrabel and David W. Bowman
Managing Partners

Background   

The Origins of Red Granite Advisors

Granite is a cooled volcanic rock known for hardness and strength. For centuries it has been used worldwide to build structures that have endured for ages. Borrowing its name from Wisconsin’s state rock, Red Granite Advisors LLC (“Red Granite”) was established with these images in mind; to create and manage strong and durable portfolios capable of serving as foundations for building wealth.
 
We focus on high-quality growth companies that share similar characteristics of financial strength, consistent and above-average earnings growth, proven management, and competitive advantage.  Research is the core of our practice and all investment team members are steeped in the research process. Our focus is on the creation of a superior product and its individualized deployment to better service our clients’ needs. Red Granite’s independent structure allows us to deliver focus and style purity as we direct portfolio and research resources solely for our clients’ benefit.

Red Granite engages exclusively in separate account investment management based upon its core competencies: offering high-quality, large-cap growth equity and balanced solutions to long-term investors. On staff are experienced, talented, and respected professionals in a cohesive and dedicated investment team. The two managing partners have worked together for more than 15 years. The two senior partners have managed portfolios for more than 33 years each, through the two worst bear markets since the 1930s.

Everything about our employee owned organization reflects the tenets under which we operate: quality, consistency, integrity, knowledge, experience, and professionalism. As proof, we submit our staff ’s advanced degrees and industry credentials. We invest in talented people, and reinvest in our business, for the benefit of our clients.


Distinguishing Characteristics   
Independent, Employee-Owned Structure
Our independent, employee-owned structure aligns partner interests directly with the clients.

Proven Team of Investment Professionals
Our experienced and proven team of portfolio managers and analysts hold the Chartered Financial Analyst designation or have at least 35 years of industry experience.

Investment Philosophy
Our long-term investment philosophy reduces turnover, transaction costs, and taxation.
 
Investment Focus
Our investment focus on high-quality, large-cap growth investing avoids the distraction of multiple investment styles. Our long-term growth philosophy and valuation disciplines are embraced by a cohesive group of professionals who have worked together for many years.
 
Investment Committee Process
Our investment committee process provides checks and balances to the investment process mitigating individual bias.

Managing Risk
Our emphasis on managing risk while enhancing returns through investment in companies with strong financials, consistent earnings growth, and above- average market liquidity has buttressed client returns over the long term.

Industry/ Sector Diversification
Our prudent industry/sector diversification provides downside protection; we emphasize both positive relative-to-market and absolute returns with reduced volatility.
 
Personalized Client Service
Our personalized client service provides for regular communications, meetings as required, and letters describing portfolio holding changes.