Welcome to Garrison Asset Management
Welcome. We are a fee-only, no-commission Registered Investment Adviser headquartered in Tampa, Florida serving clients nationwide, as far as Alaska and Hawaii. We provide investment management services according to fiduciary standards set by the CFA Institute with no hidden fees.
Our mission statement: “Do right for the clients and their portfolio(s) will grow”. We believe that as our clients’ portfolio grows, so will Garrison Asset Management.
People who call us typically have some of the following issues. They…
…found that firms who “do it all,” don’t necessarily do it all that well. Our specialty is investment management and only investment management.
…are tired of financial jargon. We provide straight talk and simple solutions.
…are wondering if there are any professionals who understand that living a fulfilling life is helped by money, but is about much more than money.
…are frustrated with putting off ambitions and dreams because their adviser has never asked what they’re investing for.
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Years of Financial Experience
Chartered Financial Analyst,
Qualifying Exams Passed:
Variable Annuity Agent
Variable Life Agent
Life Insurance Agent
Property and Casualty Agent
Real Estate Broker
From the Blog
I haven’t written in a while and, in short, the motivation has been lacking. Now, I’m back at the keyboard to write about a sensitive issue: “death”. We all face it; we all will experience it. It may be with a sibling, child, spouse or loved one. Personally, I have...
Last night I got a call from a good friend who was going through an ugly divorce. Her story was not new - twenty one years as a house wife with a slowly disintegrating marriage leading to divorce. Now she was an emotional “deer in headlights”,...