Garrison Asset Management

Garrison Asset Management is a fee-only, no-commission Registered Investment Advisor headquartered in Tampa, Florida, serving clients nationwide. Our mission is to provide investment management services according to fiduciary standards set by the CFA Institute with no hidden fees. We believe that as our clients' portfolios grow, so will Garrison Asset Management.

Our History

Our story begins on a remote Pacific Island in Micronesia, where our founder, Garrison Urette, accepted a life-changing position as the President of the National Development Bank of the Republic of Palau. After working on Wall Street for almost a decade, Gar Urette was surprised to find that the local population had no access to traditional investments. This led him to start Garrison Asset Management to provide an opportunity for individuals to access basic diversified mutual funds from some of the largest US-based mutual fund companies.

Today, our services have expanded greatly beyond mutual fund distribution. We provide investment management on a fee-only basis, utilizing Fidelity's Wealth Central, MorningStar Office, and Bond Trader Pro. Our services include portfolio management for 401K plans, corporations, trusts, retirement accounts, families, and individuals.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our services include:

• Portfolio management for individuals, families, and institutions
• Retirement planning and consulting
• Investment management for 401K plans, corporations, trusts, and retirement accounts
• Financial planning and consulting
• Investment research and analysis
• Portfolio rebalancing and risk management

Why We Use Fidelity

We chose Fidelity Investments Wealth Management Services as our custodian due to their extensive features and benefits. Some of the reasons we selected Fidelity include:

• Debit cards with worldwide ATM access
• Reimbursement for all ATM fees with a Fidelity brokerage account
• Extended warranty services for first 90 days from date of Visa purchases
• Auto rental collision damage waiver, travel, and emergency assistance, and worldwide travel accident insurance
• BillPay - the ability to receive and pay bills on the web or on your mobile device
• Fidelity Electronic Funds Transfer
• Free check writing
• Cash balances earn interest and are eligible for FDIC insurance coverage up to $500,000
• Apps for iPhones, iPad, and Android providing access to check balances, pay bills, deposit checks, and transfer money on the go
• Cash and investments managed together for better financial control and seamless withdrawals, deposits, and transfers
• Money Manager providing alerts when there's cash that could potentially be invested and self-funded overdraft protection
• 24-hour automated service for account and fund information
• Customer service representative available 8:30 am-8:00 pm M-F
• 170+ branch locations across the country

About Our Founder

Garrison Urette, CFA, has over 30 years of experience in the financial industry, with over 20 years of experience in portfolio management. He is a Chartered Financial Analyst (CFA) and has obtained various licenses, including Series 7, Series 65, and Series 66.

Our founder has a unique approach to investment management, focusing on investment strategies that align with our clients' financial goals and risk tolerance. His extensive experience in the financial industry has provided him with the knowledge and expertise to navigate the complexities of the financial markets.

Conclusion

At Garrison Asset Management, we are committed to providing our clients with exceptional investment management services. Our mission is to help our clients achieve their long-term financial goals, and we believe that by working together, we can create a brighter financial future.