INDIVIDUAL INVESTORS

Over 250 years of combined experience serving individuals.

As your assets grow and your financial decisions become more complex, Grey Ledge Advisors ​​will be right there with you as your trusted partner. We have the expertise and resources to make your financial life easier to understand and manage.

Our clients typically have multiple accounts (i.e. IRAs, Trust Accounts, 529s, individual investment accounts, annuities) and want a plan that maximizes their results and is easy to understand. Grey Ledge Advisors builds plans you can understand and be confident in. We use the most suitable investment options available and provide full disclosure, giving you an efficient, transparent, and complete plan.

We utilize asset allocation strategies across multiple accounts and asset types, with your individual needs (liquidity, tax deferral, diversification, etc.) in mind. We help to maximize your overall strategy — not just an individual investment. We always attempt to utilize the lowest cost and appropriate risk strategies, while providing complete transparency.
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Many of the accounts can have assets which include: individually held equities, bonds, U.S. Treasuries, exchange traded funds (ETFs), mutual funds, and (when appropriate) hedging strategies.

Custom Investment Portfolios

As a fiduciary and an SEC Registered Investment Adviser, we will provide investment recommendations that are in your best interest. We create and maintain a portfolio to meet the objectives of each individual or corporation, taking into account a combination of your time horizon, risk tolerance, liquidity needs, return expectations, and income needs.

Whether you need assistance developing an asset and liability funding model, a liability expectation model, or a complete asset strategy for your wealth or retirement, Grey Ledge Advisors will create an individualized comprehensive program for you.

Individual Accounts

Often clients will have multiple accounts (i.e. IRAs, trust accounts, 529s, individual investment accounts, annuities) and they want a plan that maximizes their potential for positive results and is still easy to understand. We develop, implement and maintain efficient solutions to put all of the pieces together. Grey Ledge Advisors uses what we believe are the best options available and provides full disclosure giving you an efficient, transparent, and complete plan.

401(k) and IRA Rollover Guidance

Learn more here.