Granite Group Advisors was founded on two simple principles: ethics and integrity. Refusing to be dominated by conflicts of interest and hidden fee structures, the partners at Granite Group strive to have a deep understanding of their clients and earn their trust. They work only with investment firms that maintain a consistent investment discipline, offering lower volatility and using fundamental analysis to limit the downside during market turmoil. Lyle B. Himebaugh III, partner and co-founder, is a 27-year veteran of the private wealth management industry. Before joining Granite Group, Mr. Himebaugh was vice president of private client services at Credit Suisse First Boston (CSFB), where he managed and originated customized investment strategies for clients. Richard C. Zipkis, partner and co-founder, has 27 years of private wealth management experience. Mr. Zipkis previously served as head of the managed equity and fixed income business of the private client services division at CSFB.
At a Glance
Financial Services Experience:
Primary Custodian for Investor Assets:
Methods of Compensation:
Asset-based fees, institutional fees pre-negotiated with managers, no renumeration from managers