Our Firm

Grange Capital was founded in 2004 as an independent Registered Investment Advisor (RIA) that specializes in working with successful professionals, physicians, business owners, entrepreneurs, families and individuals to help them exceed their financial and life goals. We partner with you to provide specialized wealth and risk management advice, as well as retirement, estate and legacy planning all offered with concierge-style service.

By design Grange is a smaller firm offering extensive capabilities through our wide-ranging experience and vast network of expert professionals built over the years. We know our clients and their families intimately and collaborate with them to deliver uniquely tailored financial solutions. Grange employs a disciplined, process-driven approach in everything that we do.

Our Philosophy

As a fiduciary, Grange Capital has an ethical and legal obligation to always put our clients first! As such, we work diligently to eliminate the typical conflicts of interest found in the financial industry. Grange is a fee-only advisor based exclusively on the assets we are managing. We receive no commissions, referral fees or compensation of any kind from third parties. This enables us to offer objective and unbiased investment advice.

Grange is structured so that our goals are directly aligned with our clients’ desire to grow their assets. We have complete confidence in our investment strategies. In fact, it should be comforting to know that, as your advisors, we personally own almost all of the investments that we recommend to clients.

We strive to minimize client costs wherever possible and believe that clients benefit from avoiding the unnecessary complexity often found in our industry. In the spirit of full transparency, Grange provides detailed performance reporting on a quarterly basis. This is not just a statement, but rather an easy to understand view of all of your investments along with your true performance after all fees have been deducted.

The Grange Name

The Grange Capital name grew from a love of wines and winemaking excellence.  We were inspired by the Penfolds winery in Australia which produces a boutique Shiraz called Grange. Due to its incredible craftsmanship, Penfolds Grange has been known as Australia’s finest wine since its introduction in the 1950’s.

Year after year, regardless of the temperature, irrigation patterns, blend of grapes from different locations or unforeseen variables that might cause many to proclaim it a poor wine year, Penfolds’ exceptional vineyard management and superior winemaking skills have enabled them to produce Penfolds Grange to outstanding critical acclaim. It’s the expertise of the winemaker that leads to the consistent and recognizable Penfold Grange style that wine collectors world wide appreciate and value.

Likewise, the goal at Grange Capital is to provide an exceptional investment experience for each of our clients regardless of what may be occurring in the economy, politics, and the financial markets or despite any unforeseen events that may arise.  By applying that same level of attention, having a sound strategy and constantly looking for opportunities, we believe that our clients will benefit significantly over time from Grange Capital’s diligent efforts.