Granite Financial Group

Granite Financial Group, LLC, established by Thomas J. Dornoff, is a registered investment adviser offering tailored investment advice through their Wrap Fee Program. Clients receive ongoing portfolio management services on a discretionary basis, with strategies based on individual goals and risk tolerance. The Program combines advisory services and transaction costs into one fee, with annual fees ranging from 1.00% to 0.35% based on assets under management. The firm offers Managed ETF Portfolios, Active Management Portfolio Strategy, Managed Dividend Portfolio, and ESG Portfolio options. Clients must meet a minimum account size of $25,000 for Managed ETF Portfolios and $100,000 for Managed Dividend Portfolios. Granite Financial Group practices a nimble trading strategy to grow assets in up trends and protect principal in down trends. The firm's investment philosophy includes fundamental analysis, technical analysis, charting, and cyclical analysis. Clients may impose restrictions on investments, and the firm does not recommend other advisors. Proxy voting is conducted in clients' best interests. The firm's Code of Ethics ensures employees act in clients' best interests, and conflicts of interest are disclosed and managed. There have been no disciplinary actions against the firm or its management in the past ten years.