Gryphon Financial Partners

Gryphon Financial Partners, LLC is a registered investment adviser offering a wrap fee program that emphasizes continuous account supervision. The firm tailors individual investment strategies to meet client needs, including a mix of securities such as stocks, bonds, ETFs, and mutual funds. Gryphon charges annual fees of up to 1.5% of assets under management, with pro-rated fees for new accounts and capital inflows. Clients can place reasonable restrictions on investments held in their portfolios. The firm acts as a fiduciary for retirement accounts, ensuring client interests are prioritized. Gryphon's investment strategies focus on long-term purchases, with an annual advisory fee cap of 1.5%. The firm may use third-party money managers and Envestnet's Unified Managed Account for custom models. Gryphon's investment committee meets quarterly to review strategies. The Gryphon Global Equity Portfolio is actively managed, benchmarked to the MSCI All Country World Index, and diversified across industries and regions. Clients can impose restrictions on account management for this strategy. Gryphon discloses potential conflicts of interest, such as affiliations with Gryphon Capital Partners, LLC and Grandview Partners GP I, LLC. The firm also discloses its code of ethics, review of accounts, client referrals, and financial information, emphasizing client confidentiality and data security.