Garrett Capital Investment Management

Garrett Capital Investment Management advises primarily individual clients — including high-net-worth individuals, IRAs, and family trusts — through discretionary portfolio management and related advisory services. Portfolios may include individual stocks and bonds, mutual funds and ETFs (including closed-end funds and ETNs), cash equivalents, and options strategies such as covered call writing.

The firm’s investment approach emphasizes asset allocation and security selection, drawing on fundamental and technical analysis as well as market observation to inform timing and positioning decisions. Garrett Capital manages accounts on a discretionary basis, conducts at least quarterly reviews, and may employ hedging or defensive techniques when appropriate.

Garrett Capital’s profile is notable for several uncommon features for a firm of its size: it is affiliated with other advisory and related businesses, operates a subscription tracking service tied to investment strategy monitoring, and is connected to a private equity advisory entity that may sponsor or manage private funds or syndicated opportunities — potential conflicts the firm discloses and addresses on a case-by-case basis. With roughly $5.8 million in discretionary assets under management and a two-advisor structure, the combination of market-timing methods, active options use, and involvement in private fund activities distinguishes it from many peers.