In this week's episode, Todd Jones, MBA, CAIA® provides an update on the market and analyzes the potential impact of the People's Bank of China's most aggressive financial stimulus package since the pandemic. Click on the link to listen to the full episode: https://hubs.ly/Q02RTST10
Gratus Capital
Investment Management
Atlanta, Georgia 2,033 followers
Our commitment to stewarding your wealth goes well beyond our fiduciary responsibility to invest in your best interest.
About us
Gratus Capital is a wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. We structure our relationships around personal attention and responsiveness, accuracy is demanded and our advice is always thoughtful and well researched. We provide research, ongoing market analysis and insight, proactive communication, frequent review of investors’ objectives and opportunities, and the intellectual horsepower to evaluate ancillary financial issues and decisions while finding ways to provide thoughtful service.
- Website
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https://gratuscapital.com/
External link for Gratus Capital
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 2005
- Specialties
- Investment Management, Financial Planning, Estate Planning, and Wealth Management
Locations
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Primary
3535 Piedmont Rd NE
Building 14-500
Atlanta, Georgia 30305, US
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3135 Easton Turnpike
Fairfield, Connecticut 06825, US
Employees at Gratus Capital
Updates
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In this episode of the Gratus Guidance Series, Senior Wealth Advisor Al Meadows, CFP®, MBA shares how you can create a legacy contact in your smartphone to allow your loved ones to gain access to your photos, messages, and more upon your death. Click on the link to learn how you can create a legacy contact: https://lnkd.in/eF7m2V7F #legacy #planning #wealthadvisor #cfp #mba #digitalassets
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Director of Financial Planning Michelle Kruger, Ph.D., CFP® spoke with WalletHub about various considerations when getting a credit card with no credit history, including tips for applying for your first credit card. Click on the link to read more: https://lnkd.in/euy-JyTu #wallethub #creditcards #considerations #phd #cfp #financialplanning
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Thank you, Atlanta Community Food Bank, for hosting our team last week for this quarter's volunteer day! During our time there, our team along with volunteers from other organizations were able to pack 27,234 pounds of food equating to 22,695 meals for our neighbors in need! #community #atlanta #foodbank #volunteering #gratusgives
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Is your future Social Security benefit protected? In this episode of the Gratus Guidance Series, Senior Wealth Advisor Al Meadows, CFP®, MBA explains how you can take steps to help to protect your future Social Security benefit. Click on the link to watch the video episode: https://lnkd.in/e2pX-tAa #videoblog #socialsecurity #benefits #security #protect #cfp #mba
Gratus Guidance Series S2:E7 - Protecting Your Social Security Benefit
gratuscapital.com
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In this week's episode, Todd Jones, MBA, CAIA® provides an update on the market, analyzes the July inflation report, and discusses the mixed signals in recession indicators. Click on the link to listen to the full episode: https://hubs.ly/Q02LZgTM0
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In this week's episode, Todd Jones, MBA, CAIA® provides an update on the market and explains why we believe volatility comes with the territory of being an equity investor. Click on the link to listen to the full episode: https://hubs.ly/Q02Lb1fS0
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In this week's episode, Todd Jones, MBA, CAIA® provides an update on the market, discusses the turbulence from Asia, and analyzes the summer slowdown heating up. Click on the link to listen to the full episode: https://hubs.ly/Q02Kj0HY0
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In this week's episode, Gratus Chief Investment Officer Todd Jones, MBA, CAIA® provides an update on the market, analyzes the equity market momentum, and discusses the current state of the consumer balance sheet. Click on the link to listen to the full episode: https://hubs.ly/Q02JmXLg0
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Recently, WealthManagement.com highlighted Gratus Chief Operating Officer Adrian Chastain, CFE, SCMP's appearance on The COO Roundtable podcast discussing the importance of processes in client service. Read the full article here: https://lnkd.in/dzHjy-H4 #podcast #appearance #coo #clientservice #wealthmanagement
Unlocking Growth: The Power of Process
wealthmanagement.com