Garrison Phillips
Investment Management, 50 Main St, White Plains, New York, 10606, United States, 1-10 Employees
Phone Number: 91********
Who is GARRISON PHILLIPS
Garrison Phillips, LLC is an independent registered investment advisor providing non-discretionary advice to businesses and other entities regarding their employer retirement plans and di...
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Headquarters: 50 Main St, White Plains, New York, 10606, United States
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Date Founded: 2005
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Garrison Phillips
Answer: Garrison Phillips's headquarters are located at 50 Main St, White Plains, New York, 10606, United States
Answer: Garrison Phillips's phone number is 91********
Answer: Garrison Phillips's official website is https://garrisonphillips.com
Answer: Garrison Phillips's revenue is Under $1 Million
Answer: Garrison Phillips's SIC: 6282
Answer: Garrison Phillips's NAICS: 523930
Answer: Garrison Phillips has 1-10 employees
Answer: Garrison Phillips is in Investment Management
Answer: Garrison Phillips contact info: Phone number: 91******** Website: https://garrisonphillips.com
Answer: Garrison Phillips, LLC is an independent registered investment advisor providing non-discretionary advice to businesses and other entities regarding their employer retirement plans and discretionary investment management services to private clients. We work with businesses and other entities in order to review, design, rebid, implement and maintain their retirement plans. Engagements are typically performed in a non-discretionary advisory capacity sharing co-fiduciary responsibilities with the client while providing advice regarding investments, costs, operations, and competitiveness. GP also works as a discretionary investment manager for private clients, effectively taking on the investment decision-making process. The focus of the private client relationship revolves around the client and his/her personal investment and financial situation. This begins with discussions and a review of the client's goals, needs, current financial position, investment history, current asset allocation, and risk tolerance to achieve a mutual understanding of how the portfolio should be managed.
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