High Grade Investment Solutions, LLC

High Grade Investment Solutions provides discretionary fixed-income portfolio management to high‑net‑worth and institutional clients and also acts as a sub‑advisor to other advisory firms. It manages separately managed accounts on a fee basis and generally requires a $1 million account minimum, rather than targeting non‑high‑net‑worth retail clients.

The firm offers a single, actively managed strategy concentrated in high‑quality municipal and U.S. Treasury securities, selecting bonds generally rated AAA–AA and tailoring portfolios to written client guidelines that specify credit quality, duration and concentration limits. Its process combines fundamental credit analysis with technical yield‑curve modeling and frequent trading to exploit pricing inefficiencies, a methodology the brochure notes can produce short‑term taxable gains.

Distinctive features include the firm’s narrow product focus (limited to tax‑exempt municipals and Treasuries) and its routine distribution of monthly performance statements in addition to custodian reports; the brochure indicates it makes performance results available, which is uncommon among independent advisors. The firm’s business model—serving mainly wealthier and institutional accounts through a single, specialized fixed‑income strategy and performing sub‑advisory work—sets it apart from peers that offer broader product menus or serve more non‑HNW retail clients.