Greatdane Investment LLC

Greatdane Investment LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations and businesses, operating as a fee-only registered investment adviser. The firm reports approximately $32.2 million in regulatory AUM across about 80 client relationships supported by two advisors, and implements portfolios using ETFs, mutual funds, individual equities and fixed income instruments.

The adviser works with each client to establish a written investment policy statement and constructs portfolios guided by asset allocation, diversification, fundamental and behavioral analysis, with ongoing oversight and at least quarterly reviews. Portfolios may include options and legacy holdings where appropriate, and the firm manages accounts on both a discretionary and non-discretionary basis while directing trades through client-designated custodians.

What is noteworthy for a firm of this size is its leadership structure and team background: two partners assumed joint ownership effective January 1, 2026, combining experience that includes exchange floor trading and private banking, and the firm maintains written policies addressing senior/vulnerable clients, cybersecurity protections, and a business-continuity arrangement using an intermediary adviser. With roughly $32.2 million AUM and 80 clients, average assets per client indicate the practice is oriented toward non-high-net-worth individual clients rather than maintaining a distinct high-net-worth segment.