High Grade Investment Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,100,000
Total clients
23
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$2,047,826
About
High Grade Investment Solutions provides discretionary fixed‑income portfolio management to high‑net‑worth and institutional clients, including individuals, trusts, estates and corporations. The firm manages separately managed accounts and also serves as a sub‑advisor to other investment advisory firms.
The firm offers a single, actively managed strategy concentrated in high‑quality municipal bonds and U.S. Treasuries (typically rated AAA–AA), combining fundamental credit analysis with technical inputs and a proprietary quantitative model to seek yield‑curve opportunities. Portfolios are run under client‑specific written guidelines that set permitted investments, credit quality, duration and concentration, and the strategy’s implementation involves frequent trading aimed at adding price appreciation.
HGIS provides monthly account performance reports directly to clients in addition to custodian statements and includes disclosures asking clients to compare those statements, a level of direct performance reporting that is uncommon among peers. The firm generally targets accounts at or above a $1 million minimum and limits its advice to a narrow product set (tax‑exempt municipals and Treasuries) rather than broader retail offerings.
Client services
Expertise
Fee options
0.40% annually
Account minimum: $1,000,000 Fee-only: Fee-only basis, no commissions
Main office location
High Grade Investment Solutions, LLC
Spring Valley NY, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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