Welcome to the Garrison Asset Management website reserved exclusively for Investment Planners, Inc.'s (IPI) registered representatives and their separate account management clients.
Managing personal, family and institutional portfolios is more complex today than ever before. There are more demands on capital, more options to evaluate, and more pressures to invest wisely.
Many people believe they need assitance, but don't know where to turn for helpful, unbiased and independent advice. That's where Garrison Asset Management can help you and your clients.
In conjunction with you, the IPI representative, Garrison Asset Management helps your clients accumulate wealth and preserve capital through disciplined, prudent investment selection and portfolio management while providing the highest quality personal service.
Our investment professionals work closely with you, on behalf of your clients, in every step of the investment management process related to your client's portfolio.
Founded on principle, built on performance.
In tough markets, Garrison can help you.
Garrison Professionals: Work with us today
Why Select a CFA® Charterholder to Manage Your Assets?
"Successful investors recognize the importance of education and knowledge when it comes to managing financial assets. But while they may spend countless hours learning about markets, securities, and associated risks, investors often overlook the qualifications of the professionals whom they hire to manage their money.If you work with investment advisers, they will have access to the personal details of your finances, so their credentials should matter to you.
There are a number of reputable and applicable credentials that financial professionals in different disciplines may hold, but none is as rigorously focused on investment knowledge as the Chartered Financial Analyst® (CFA) designation.Understanding the significance of the CFA charter — and what is required of investment professionals in order to hold it — can be useful information when choosing an investment adviser."
The above is taken from "What Every Investor Should Know...Why Select a CFA Charterholder?", published by the CFA Institute.
We can help you improve your investment situation. In 2008 Garrison Asset Management was selected to the prestigious Wealth Manager Magazine’s List of Top wealth management firms in the country.
Among the Nation's Best Working For You
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