Gratus Capital

What’s in a name? As a team dedicated to always doing the right thing for our clients, it’s everything. While we have always been proud of our roots, we are excited to welcome a new era as Focus Partners Wealth! Be sure to follow us at our new handle Focus Partners Wealth and learn more about our new name. https://lnkd.in/eeqnwxni

We are pleased to share that we have officially transitioned to our new name Focus Partners Wealth. This move allows us to provide our clients with more expansive resources while remaining deeply connected with you. As we will be retiring our current LinkedIn page soon, we encourage you to follow us on our new social media handle Focus Partners Wealth for our latest news, educational articles, events, and more. https://lnkd.in/eeqnwxni

Gratus' Portfolio Manager of Private Markets Jay Sammons, CPA, CFA recently spoke with Barron's about private-credit ETFs. “There’s a big push, especially in high-net worth, ultrahigh-net-worth channels, to increase allocation to this risk bucket, whereas I’m not sure a lot of investors yet really grasp the credit quality they’re assuming, or the credit risk they’re assuming,” he says. Click on the link to read the full article: https://lnkd.in/eYkwZC2f

In this episode of the Gratus Guidance Series, Wealth Advisor Cameron Starr dives into the importance of life insurance and disability insurance to help protect your financial future as well as provide peace of mind for you and your loved ones. Click on the link to learn more: https://lnkd.in/e_-5Ek-Z #ggs #financialplanning #lifeinsurance #disabilityinsurance #prepare

Our director of financial planning Michelle Kruger, Ph.D., CFP® appeared in Barron's regarding the personal finance and compulsive spending of American consumers – a timely topic during the holiday season.   Kruger noted that chronic shoppers need appropriate help from both financial planners and therapists. Although the compulsive purchasers contribute to economic movement, getting them professional help doesn’t create a negative impact on economic growth.   Impulsive shopping, however, is something we’re all guilty of. If that were to be wiped out, it “would have a really big impact on the economy,” she told Barron’s.   Check out the full article, which was featured as the outlet’s cover story last weekend: https://lnkd.in/ebNYDzP5 #financialplanning #economy #barrons #phd #wealthmanagement

In this week's episode, Todd Jones, MBA, CAIA® provides an update on the market and discusses the wide range of potential outcomes for 2025. Click on the link to listen to the full episode: https://hubs.ly/Q02-L1vy0

Last week, Chief Investment Officer Todd Jones, CAIA joined Schwab Network's Market On Close with Diane King Hall to discuss the markets, bitcoin, and gold. #cio #investments #schwab #live #stockmarket #wealthmanagement

In this week's episode, Todd Jones, MBA, CAIA® provides an update on the market and discusses how the US consumer continues to show strength. Click on the link to listen to the full episode: https://hubs.ly/Q02ZyKTH0

We are excited to welcome Hamzah A. Niazi to the Gratus team! As the Client Operations Analyst, Hamzah is responsible for alternative investments administration, portfolio accounting, trade and asset value reconciliation, data integrity, building workflows, and process optimization. #welcometotheteam #growth #operations #team #wealthmanagement

Thank you, LifeLine Animal Project, for hosting our team last week for our Q4 volunteer day! Our team spent the afternoon fixing up the play yards for the dogs in LifeLine's care and learned more about the incredible work they do to help homeless animals in our community. #volunteer #opportunity #animalshelter #gratusgives #teamwork