Dressed in funny hats, wigs, and red noses, 17 Gratus staff members spent an afternoon at Children’s Healthcare of Atlanta℠ Scottish Rite Hospital. Our aim was to put smiles on the children’s faces, and help them take their minds off their upcoming tests and surgeries.

Ultimately, our goal was to instill hope within each child as they face challenges caused by their medical conditions. Many of these young patients suffer from cancer, blood disorders, heart conditions, asthma, diabetes and other chronic medical conditions.

Games, Prizes & Smiles

Fifteen children ranging in age from four to 16 attended our carnival themed fun factory. Various play stations were set up, including face painting and tattoos as well as a variety of games, including darts, mini golf, knock-over-the-cans, and fishing ducks. Each child had the opportunity to win a variety of silly and unique prizes.

Throughout the afternoon, the Gratus team served cotton candy and popcorn in hope of minimizing, even momentarily, the stress the children and their families may be feeling.

Our team left the event in admiration of the courage required by such young individuals. We also learned more about how best to communicate with parents as each family dealt with their child’s difficulties in their own unique way. Many simply wanted to talk and we listened.

What to say to parents with a chronically ill child?

Sometimes it’s difficult to know what to say to a parent whose child is chronically ill. This article offers some excellent advice, spoken directly by the caregivers of chronically ill children.

For More Information

The needs of our greater community underscore Gratus’ purpose. There are many families among us who need compassion. Together we can make a difference in another’s life. To learn more about volunteer opportunities at Children’s Healthcare of Atlanta, visit their website. The hospital also has a Children’s Wish List.


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Gratus Capital has been named to  The Forbes ranking of America’s Top 100 Wealth Advisors for the second year in a row. Gratus Capital’s Founder & CEO Hank McLarty is listed 67th out of 100 top-performing peers. The Top 100 Wealth Advisors were selected from nearly 20,000 nominations and over 4,000 candidates invited to complete the Forbes survey.

The Forbes ranking of America’s Top Wealth Advisors was developed by SHOOK Research, a research organization focused on the quality of the advisor. It is based on advisor experience and an algorithm that measures both qualitative benchmarks gleaned through telephone and in-person interviews along with quantitative data. Specific factors that were examined include: revenue trends, assets under management, compliance records, use of team, client retention and best practices in working with clients.

“If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor for a due diligence meeting, we are thinking to ourselves, “Is this someone we would recommend to a friend or family member?,” said R.J. Shook, president of SHOOK Research, about the ranking process in Forbes Magazine.

The full list of Top 100 Wealth Advisors will be featured in the October 24th print issue of Forbes magazine.

We have built our business by focusing on our clients and providing responsive, thoughtful, accurate wealth management counsel,” said McLarty. “We understand we have an opportunity to play a significant role in helping clients to achieve their dreams and plan for the future, and we make them our mission. We are honored to be recognized by Forbes as a Top Wealth Advisor again this year, as another testament to the value and level of service we provide.”

A boutique wealth management firm focused on serving successful individuals, families, foundations, and endowments, Gratus Capital caters to clients across the nation with a tailored team approach, low client to advisor ratio and fee-based advisory services.

What new financial goals do you have in mind? Contact us to learn how we can help.


Developed by Shook Research, Forbes ranking based on overall quality of practice and algorithm of qualitative/quantitative data received in nominations from professionals from financial services, banks, brokerages, custodians, insurance, clearing houses and registered investment advisers. Criteria included client retention, industry experience, compliance records, firm nominations, AUM, and revenue generated for firms. Seven years minimum advisors experience. 

The above article is intended to provide generalized financial information; it does not give personalized tax, investment, legal, or other professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other matters that affect you or your business.

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We are pleased to announce that Wayne Holbrook has joined the Gratus team as our Chief Operating Officer.  Wayne is responsible for collaborating with the Executive team to develop and measure team structures, create operational efficiencies, and innovate policies and procedures to align with the firm’s vision.

Prior to joining Gratus, Wayne was the Chief Operating Officer / Chief Compliance Officer for Cornerstone Investment Partners and was responsible for operations, trading, finance, human resources, compliance and technology. Before that, he was a Global Partner with Invesco, where he was responsible for operations, trading and technology for the North American Institutional Group. Wayne earned his Masters of Business Administration from the J. Mack Robinson College of Business at Georgia State University, and he earned his Bachelor of Arts degree in Economics from the University of Illinois at Chicago.

Please join me in welcoming Wayne to the Gratus family.

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Dedicated to helping others in our community, the Gratus Team recently volunteered at Camp Twin Lakes. The nonprofit organization provides week-long summer camps and year-round weekend retreats for Georgian children with serious illnesses, disabilities, and other life challenges.

Camp Twin Lakes collaborates with nearly 60 different nonprofit organizations to create customized programs that teach campers to overcome obstacles and grow in their confidence and capabilities.

The Gratus Team Charge

The Gratus Team was tasked with harvesting more than 548 pounds of potatoes, all grown on site at the camp’s sustainable teaching farm. Every potato will be converted into farm-fresh french fries, mashed potatoes, and other wholesome dishes. In fact, almost every meal served at the camp has some component that originated on the farm. All in all, our harvesting will feed approximately 800 campers this summer and saved the camp staff a full day of working in the potato fields.

Tangible Impact

After farming, we received an in-depth tour of the camp’s grounds. Along the way, all of us gained a deeper understanding of just how Camp Twin Lakes creates impactful and life-changing experiences for children facing serious challenges. After much reflection, we also hold a new perspective on how farming education can help to instill strength and confidence in those facing adversity.

For More Information

As strong advocates of volunteerism and charitable giving, we encourage you to explore volunteer opportunities with Camp Twin Lakes. Or, if you’re pressed for time, then please consider supporting their Wish List requests or planned giving efforts.

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Dedicated to helping others in our community, the Gratus Team partnered with Classic Cadillac to host a Make-A-Wish® granting party for Paxton, a 6-year-old boy battling a life-threatening brain disease. Paxton has been in and out of hospitals his entire life.

His wish: to go to Disney World and to become a Jedi Knight. Paxton already knew that he was going to Disney. However, what he didn’t know was that he’d be spending the day being trained as a Jedi by the Gratus and Classic Cadillac teams.

May the Force Be With You Paxton

Paxton’s wish party began with him being driven in a limo to the Cadillac dealership with two storm troopers as his drivers. Upon arrival, the two teams greeted Paxton dressed as Star Wars and Disney characters. We then proceeded to teach him Jedi and lightsaber moves he can use to guard peace and justice in the universe.

Our team left the party humbled by seeing so much courage exhibited by a young boy facing such a serious illness. We are truly inspired, and now possess a deeper understanding of how a granted wish can change everything in a child’s life by instilling hope.

According to the Make-A-Wish Foundation, one wish is granted every 34 minutes, and all wishes are granted by volunteers. The Gratus Team was proud to partake in such an important life event, and hope we helped Paxton to find even more courage so that he may conquer what lies ahead for him.

For More Information

Volunteering builds closer bonds, improves health and creates a sense of purpose. To learn more about Make-A-Wish volunteer opportunities, visit

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What if conflict or persecution forced your family to flee? This quarter, our team went through a powerful exercise at Friends of Refugees in Clarkston, GA. Their program, “A Walk in my Shoes,” helps individuals understand the experience of entering a country as a refugee. A refugee is someone who has been forced to flee his or her home because of persecution or conflict. We were invited to explore the heart and plight of refugees and left with a much deeper understanding of their daily routine, encounters, and feelings.

Friends of Refugees seeks to “empower refugees through opportunities that provide for their well-being, education, and employment.” Our team donated toys for their holiday store, where refugees can buy gifts for their children. Friends of Refugees understands the importance of maintaining dignity and offers these gifts at a reduced rate in an effort to empower the refugees and to restore confidence through their purchases.

Our team walked away touched and inspired by their stories. To learn more about volunteer opportunities or find ways to get involved, please visit their website


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We are pleased to announce that Patrick Nolan has joined our firm as a Real Estate Analyst. Patrick’s primary role encompasses sourcing, oversight, and due diligence of the private investment offerings at Gratus Capital. He is a contributing member to the Gratus Capital Illiquid Investment Committee, which accepts or rejects investment opportunities for the private investments platform. In addition, Patrick works closely with our Director of Investments and lends support on various investment-related projects.

Prior to joining Gratus Capital, Patrick was an investment associate for a multi-family value-add real estate operator focusing on purchasing and improving apartment communities in Atlanta and the Midwest. Before that, he spent five years in a business development role for a timberland private equity registered investment advisor. Patrick began his career as a water resources engineer in San Diego, California, where he earned his Professional Engineering license.

Patrick received his undergraduate degree in Civil Engineering from Vanderbilt University and his MBA from the University of Georgia. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association’s Atlanta chapter.

Please join us in welcoming Patrick to the Gratus Team.

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Volunteering not only strengthens our team, it strengthens the community we serve. Our team spent the morning at Open Hand, a nonprofit organization that offers home delivered meals and nutrition education as a means to “reinforce the connection between informed food choices and improved quality of life.” We broke out the hair nets, aprons, and gloves to prepare 1,820 pounds of food and pack 1,912 meals for distribution to individuals, Health Clinics, Senior Homes, and Special Needs Housing in the Atlanta area.

Open Hand packs and delivers over 5,000 meals every day and greatly depends on the work of their volunteers. Their dedicated staff and vibrant kitchen facility make it a unique and rewarding experience for everyone. To learn more about their volunteer opportunities or find ways to get involved, please visit their website



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We are pleased to announce that Miguel Ortigao has joined our firm as a Wealth Advisor. His experience developing and executing investment plans will further expand our abilities to serve our clients.

Miguel is a results-driven financial planner who works directly with his clients to develop a cohesive strategy to help meet their unique financial goals and objectives. His focus areas include asset management, financial planning, and customized solutions for clients.

Prior to joining Gratus, Miguel spent over five years working with the largest retirement services provider in the U.S., most recently as a Financial Consultant managing a practice worth $400 million in Atlanta, GA. Prior to that, he was with SunTrust Investment Services working with two investment advisors in Ponte Vedra Beach, FL.

Miguel attended the University of North Florida and holds a BBA with a major in Business Management and minor in International Business. Miguel holds the Series 7, 63, 65, and Life, Health and Variable Insurance licenses, and is currently completing the Certified Financial Planner designation.

Please join us in welcoming Miguel to the Gratus Family.

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Atlanta, GA—August, 12, 2016—Gratus Capital, one of the Southeast’s premier wealth management firms, recently earned a spot on the Forbes Top 100 Wealth Advisors list, published this month. Specifically, Gratus Capital was ranked 59th out of 100 top-performing peers. This selection was made from a pool of over 11,000 nominations received, and approximately 4,000 candidates invited to complete the Forbes survey.

“As a firm, we are honored and gratified to have been included,” said McLarty.  “It’s a testament to the value of our Gratus mission—providing exceptional wealth management that’s high-touch and thoroughly personalized. The Forbes results are proof positive we’re delivering on that mission.”

Gratus’ rank was determined by a detailed methodology involving qualitative and quantitative data. In terms of quality of practice, Forbes’ algorithm evaluated client retention figures, industry experience, compliance records, and firm nominations. On the quantitative side, analysts weighed factors like assets under management and the amount of revenue advisors generated for their firms.

“This mention is another big win to add to a growing list,” said McLarty, citing Gratus’ recent awards as one of the Top 10 Georgia Financial Advisors and among the Largest Fee-Only Registered Investment Advisory Firms in the U.S.

“But recognition isn’t what drives us. Ultimately it’s about our clients’ financial security, retirement plans, and legacy goals. Hearing families say they feel confident and prepared is, without question, the highest form of praise.”

The full list of Top 100 Wealth Advisors will be featured in the August 23, 2016 print issue of Forbes magazine.

About Gratus Capital
Gratus Capital is an Atlanta-based wealth management firm focused on serving successful individuals, families, foundations, and endowments. Known for its high-touch, proactive wealth management model, Gratus is an industry leader in the Southeast and beyond—earning numerous awards and “best of” mentions. Gratus is also a partner firm in the Focus Financial Partners family, a collaborative network of independent, fiduciary wealth management firms.

Forbes’ Top 100 Wealth Advisors in the U.S. Ranking Methodology
Gratus was ranked number 59 out of 100 Top Wealth Advisors in the United States in July 2016. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Investment News’ Selection Methodology
Gratus was ranked as one of the Top RIAs – Largest Fee-Only Registered Investment Advisory Firms in the U.S. in the December 2013 issue of Investment News magazine. Gratus was ranked #250 out of 1,372 entries. InvestmentNews qualified firms headquartered in the United States based on assets under management data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. Gratus did not pay any fees to be included in the ranking. Gratus did not pay any fees to be ranked.

AdvisoryHQ’s Selection Methodology
In July 2015, Gratus Capital was selected as one of the year’s top-rated Atlanta financial advisors by AdvisoryHQ. To makes its selections, AdvisoryHQ developed a “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Gratus did not pay any fees to be ranked.

Press Contact:
Amy Tierney
Gratus Capital

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Gratus Capital, LLC
3350 Riverwood Pkwy, Suite 1550
Atlanta, GA 30339
Phone: (404) 961-6000
Toll Free: 1 (888) 707-0773
Fax: (404) 961-6020