Background


Garrison Phillip, LLC is an independent registered investment advisor providing discretionary investment management services to private clients including individuals. Founded in 2005, GP is committed to maintaining the roots of its advice at the personal level focused on the client’s unique investment objectives and risk parameters.

GP mandates that the individual in the advisory role occupy the crucial position for providing guidance to clients. Corporate management directives and legal/compliance departments do not manage the investment decision-making process. Additionally since GP is not paid from investment banking transactions, trading desk arrangements with mutual funds, or proprietary products; GP remains un-tethered and unbiased from these relationships.

Valuing the quality of advice it provides to clients first and foremost, GP was established and is maintained as a fee-based advisor in order to align its interests with its clients. Since it is not a securities broker dealer, it does not charge commissions on securities transactions(1). For investment management services, portfolios are charged a fee based on a percentage of assets under management. As such, GP’s incentive is to have your portfolio appreciate in value.

(1) Garrison Phillips, LLC is not a registered broker dealer. However to facilitate certain types of transactions when necessary, an employee of Garrison Phillips, LLC is also a registered representative of a broker dealer. When recommending such transactions, full disclosure regarding the capacity in which GP provides advice and execution will be furnished. When acting in a broker or dealer capacity, securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd, Albany, New York 12211.











   Garrison Phillips, LLC
   50 Main Street, Suite 1000
   White Plains, New York 10606
   Phone: (914) 219-5194
   Fax (914) 273-8531
   E-Mail:
   info@garrisonphillips.com

 

Nothing on this website or contained herein should be construed as investment, tax, legal or financial advice. This information is not a recommendation, nor solicitation to buy or sell securities, nor is it a solicitation for investment advisory services. The information contained herein is provided for informational purposes only. For more information regarding GP, please feel free to contact us.

When working in a brokerage capacity, securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPCHeadquartered at 18 Corporate Woods Blvd, Albany, New York 12211 NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPLE, NOT INSURED BY ANY STATE OR FEDERAL AGENCY