Garrison Urette, CFA

Garrison Urette, CFA

Portfolio Management

Specializing in Fixed Income

Fidelity Investments

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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. 

Asset Management
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Experience


Years of Financial Experience


Chartered Financial Analyst,
CFA Designation

Background and qualification information is available at FINRA’s BrokerCheck website.

Qualifying Exams Passed:

 Series 7

Series 65

Series 66

Licenses Earned:

 Variable Annuity Agent

 Variable Life Agent

 Life Insurance Agent

 Property and Casualty Agent

 Mortgage Broker

 Real Estate Broker

From the Blog

Bradford

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...

The Reset Button

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”,...

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