Grant Tani Barash & Altman, LLC

Grant Tani Barash & Altman, LLC is a California-based firm established in 2004, offering business management, consulting, and investment management services to high-net-worth individuals, corporations, trusts, estates, and pension and profit-sharing plans. The firm advises on various investment instruments such as mutual funds, ETFs, equities, bonds, real estate, and more. GTBA provides discretionary and non-discretionary advisory services, including due diligence on third-party managers, asset allocation recommendations, and investment evaluations. The firm's primary service is business management for high-net-worth individuals. GTBA is registered with the SEC and offers services like bookkeeping, tax planning, and financial management for a negotiated fee. Clients may grant limited power of attorney for GTBA to act on their behalf. The firm does not charge separate fees for investment advisory services and does not engage in performance-based fees. GTBA conducts fundamental analysis and implements long-term and short-term investment strategies tailored to each client's objectives and risk tolerance. The firm does not have any disciplinary events to disclose and does not maintain physical custody of client assets. GTBA provides discretionary investment management services for short-term investments and does not vote proxies on behalf of clients. Clients are encouraged to review disclosure documents regarding potential conflicts of interest.