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Why Griffin

While all of our strategies have a proven history of long-term, risk adjusted returns, it is our investment philosophy coupled with our relentless focus on our clients' needs that truly makes us unique.  

Our Philosophy

Create and generate long-term wealth by partnering with clients to meet their diverse goals for the present and the future


Invest in large and mid-capitalization dividend paying stocks that are conservatively financed and trading at a discount to our assessment of intrinsic value


A disciplined approach to stock selection and portfolio construction with a focus on growing dividends, low P/E multiples, and strong cash flows 


Stock analysis focused on non-traditional valuation and quality metrics like free cash flow yield and return on invested capital


Individual security selection with an objective decision-making process


A transparent investment process that is dynamic in bear markets and always mindful of risk

Our Client Promise 


24/7/365 Availability


All portfolio managers are available in person, by phone or email 24/7/365 to address any client concerns


No Unnecessary Risks 

We never take unnecessary risks.  We monitor volatility and manage portfolios built to withstand any market environment


Full Transparency 

We provide full transparency through separately managed accounts, real time access, detailed reporting and quarterly performance updates


Below Average Fees 


Our fees are significantly lower than the industry average.  We do not layer in any extra costs and offer full transparency by providing a single fee which appears on your statement.  

Our Philosophy
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