Grant Koehler & Levin Ltd.

Deborah Hogate is a financial advisor at Grant Koehler & Levin Ltd. with 22 years of industry experience. She has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for around 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, employing a buy-and-hold strategy with income-oriented approaches and occasional use of options and margin when appropriate.

Christopher Grant is a financial advisor at Grant Koehler & Levin Ltd. with 27 years of industry experience. He has been with Grant Koehler & Levin and Polar Investment Counsel, Inc. since 2003. He holds a Series 63 designation. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, employing a buy-and-hold strategy with income-oriented approaches and occasional use of options and borrowing in portfolio management.

Theodore Levin is a financial advisor at Grant Koehler & Levin Ltd. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grant Koehler & Levin and Polar Investment Counsel Inc. since 2012. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for around 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, using a buy-and-hold approach with income-oriented strategies and may employ options and borrowing techniques as part of portfolio management.

Thomas Koehler is a financial advisor with Grant Koehler & Levin Ltd. in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Polar Investment Counsel Inc. and Grant Koehler & Levin since 2007. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, using a buy-and-hold strategy centered on large U.S. companies, income-oriented approaches, and discretionary portfolio management with periodic reviews.