Greatmark Investment Partners, Inc.

Greatmark Investment Partners, Inc. is a SEC-registered investment adviser based in Columbus, Georgia, with roots dating back to 1987. The firm offers individual portfolio management services, providing tailored investment strategies based on client needs and objectives. Greatmark operates under a fiduciary duty, ensuring that client interests are prioritized. The firm manages over $681 million of client assets on a discretionary basis and an additional $4.6 million on a non-discretionary basis. Fee structure: Greatmark charges advisory fees based on a percentage of assets under management, with rates varying depending on the asset class. The firm retains the discretion to negotiate fees on a client-by-client basis. Fees are calculated quarterly and invoiced to clients, payable upon receipt. Investment strategy: Greatmark focuses on long-term investments in well-managed businesses, aiming to purchase undervalued securities for client portfolios. The firm employs fundamental and qualitative analysis to evaluate investments and offers strategies such as long-term purchases and short-term trading. Client requirements: Greatmark serves a range of clients, including individuals, high net worth individuals, pension plans, charitable organizations, and corporations, with a minimum asset requirement of $100,000. The firm provides regular portfolio reviews and reports to clients, ensuring alignment with investment objectives and strategy. Greatmark does not engage in solicitation or accept compensation for client referrals, maintaining a transparent and client-focused approach.