Advisor at High Grade Investment Solutions, LLC
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Firm
High Grade Investment Solutions, LLC
Location
Spring Valley, NY
Credentials
Series 63, Series 65
Industry experience
3 years
Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.
0.40% annually
Account minimum: $1,000,000 Fee-only: Investment management fee only; no commissions
Spring Valley, NY
New York
High Grade Investment Solutions, LLC
2006 - Present (20 years)
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