Andrew Garrett, Inc.
Wealth Management Investment Banking Institutional Services

Established in 1989,
Andrew Garrett, Inc.
is dedicated to providing
the highest quality
service, expert guidance
and personal attention to
each one of our clients.

Throughout the years, we have built our firm from a small boutique into a national network, offering our clients a full suite of investment products and services, including:

  • Customized Portfolio Management
  • Private Asset Management
  • Retirement
  • Insurance
  • Estate Planning
  • Investment Banking
  • Institutional Services

Our firm is committed to excellence. That means that we hire the industry's best talent, provide them with state-of-the-art resources and stay in constant contact with our clients to ensure that your investment strategies are on target.

Personal Investing

At Andrew Garrett, Inc. we understand that no two investors are alike.

That’s why our financial advisors work closely with you to develop investment solutions that meet your specific needs. Whether you’re looking for fast, efficient trade execution or long-term asset management services, Andrew Garrett, Inc. can help.

Investment Banking

Whether you’re an entrepreneur with a new business idea, or the owner of an established business, Andrew Garrett, Inc. can help build your success. Our investment banking professionals have extensive experience providing businesses of all sizes with a full range of investment banking services including:

Consulting

Our investment banking professionals specialize in strategic business consulting. We advise our clients on a wide range of business transactions and financial solutions, including:

  • Mergers and Acquisitions
  • Corporate Restructuring
  • Strategic Partnerships
  • Capital Raising

Venture Capital

If your business is poised for growth, Andrew Garrett, Inc. can help you secure the resources you need to move forward.

We match entrepreneurs and early stage companies with high quality venture capital partners. With expertise in a wide range of industries, we’re able to quickly identify and secure venture capital opportunities that are best suited for your business.

Private Placements

When you’re ready to take your growing business to the next level, a private placement might be the most appropriate financing tool.

At Andrew Garrett, Inc., we have well-established relationships with a wide network of private investors, both individual and institutional. We leverage these relationships to help you raise the capital you need to expand your business strategically.

Working closely with you, our investment banking professionals will evaluate all of your financial alternatives, develop a strategic placement program and effectively market your offering to prospective investors.

Initial & Secondary Public Offerings

If you’re considering issuing stock to the investing public, you’ll need an investment banking partner that understands the complexities of the process, with a proven track record of effectively executing these transactions.

The investment banking professionals at Andrew Garrett, Inc. are well-versed in the structuring, underwriting and marketing of initial and secondary public offerings. We’ll spend time with you to gain a deep understanding of your short and long term business goals. We’ll help you make decisions on the timing of an issue and how to price equity shares appropriately. We will also develop and execute a strategy to build maximum public awareness for your offering.

Products & Services

We offer a range of services for a variety of investment needs including:

  • Personal Services – For individual investors seeking a variety of investment options
  • Asset Management Services – Long term professional guidance and asset management
  • Investment Banking Services – Full range of investment banking services
  • Institutional Services – Trade execution services

Personal Services

Investment Products - We offer access to all types of investment products, including:

  • Stocks
  • Stock Options
  • Structured Products
  • Mutual Funds, Closed End Funds, Exchange Traded Funds
  • Unit Investment Trusts
  • Fixed Income Products
  • Foreign Securities
  • Annuities
  • Investment Banking Offerings and Products

Financial Planning
Whether you’re saving for your retirement or college education for your children, we’ll apply our expertise to create an investment strategy that meets your specific needs.

Information Resources
Our Web-based portfolio tracking services, Investor-Connect, provides you with 24-hour account access, valuable market data, company profiles, charts and graphs and more.

Investment Access Accounts
Investment Access provides you with complete money management resources in a single account. Features include: web-based portfolio tracking and market information; cash management services, such as credit card with a Rewards program, flexible check writing and margin account borrowing, checking and electronic funds transfer; and access to credit based on the value of your assets.

Investment Vehicles
Leveraging research from more than 160 analysts, our investment advisors can help you choose among a wide variety of investment options, including stocks, fixed income products, stock options, certificates of deposit, access to more than 2,500 mutual funds, foreign securities and more.

Asset Management

Andrew Garrett, Inc. offers a complete array of asset management products and services.

Advisor Accounts
Offers customized professional investment advice, access to a wide variety of investments including load and no-load mutual funds, no sales charges or transaction fees, free transfer across mutual fund families, in-depth research and on-going service.

Resource II Accounts
A comprehensive money management program, Resource II combines the expertise of your investment advisor with the investing skills of the world’s leading portfolio managers. Your investment advisor creates a customized investment strategy and helps you choose a combination of top-performing portfolio managers that can best achieve your financial objectives. Your investment advisor constantly tracks the performance of your portfolio, advising you on how to adjust investment strategy when it makes sense.

Total Strategy Accounts
Receive professional money management, strategic tax management services, automatic rebalancing, and consolidated reporting – all for one fee, based on the value of your account. Your financial consultant brings a disciplined investment process with a personalized portfolio within a simplified approach.

Retirement Planning

Our investment advisors will work with you to determine the combination of tax-deferred and taxable investment options that will provide financial security in your retirement.

 
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