GRATUS HAPPENINGS

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 wish.org.

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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 www.friendsofrefugees.com.

friends-of-refugees

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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 www.projectopenhand.org

group-packing

 

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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
404.961.6000
atierney@gratuscapital.com

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Atlanta, GA—August 1, 2016—Gratus Capital, recently ranked in ForbesTop 100 Wealth Advisors in the U.S., added Marc Heilweil of Spectrum Advisory Services, Inc., also headquartered in Atlanta to its team. The other members of Spectrum to join Gratus include Mark Burton, who will further develop Gratus Capital’s compliance program; Gary Nix, integral to trading operations and reporting initiatives; and Brendan Wagner, who delivers deep investment research and analysis skills.  All together, these executives bring considerable depth in the area of stock market strategy.

Marc Heilweil is a highly respected, veteran portfolio manager whose views have been sought and published by national investment and business publications.  Marc, a graduate of Yale Law School, started his own investment firm in 1977 after leaving the practice of law.

“Marc has been managing money in Atlanta for 40 years,” said Hank McLarty, President and Founder of Gratus Capital. “He’s built a strong, talented team. We’re excited to leverage their market expertise, and explore valuable synergies for our clients and theirs.”

In addition to decades of experience, Marc Heilweil brings a sizeable client base. Gratus leaders are looking forward to rounding out these established relationships with the high-touch, highly-personalized brand of financial planning that sets them apart from industry peers.

“We offer our clients balanced, comprehensive financial advice,” explained McLarty. “In essence, we’re acting as each family’s personal CFO. Our decision to partner with Marc is rooted in this commitment to big-picture wealth management.”

In conjunction with steady momentum from client referrals and center-of-influence networking, Gratus leaders expect to pursue more strategic partnerships. And yet McLarty is resolute about preserving the firm’s values. “’Gratus’ means grateful steward. We’re driven by a sincere gratitude for our clients, which is reflected in our daily efforts to serve and exceed their expectations.”

 

Forbes’ Top 100 Wealth Advisors in the U.S. Ranking Methodology  Gratus was ranked #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 criteria due to varying  client objectives and lack  of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

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Our company isn’t just a business, it’s a family. Gratus is filled with people who care about each other and their communities. In May, the Gratus team paired up with the Atlanta Ronald McDonald House Charities, an organization that serves as “a home away from home,” to serve dinner to the families of children with life-threatening illnesses receiving care at local hospitals.

ARMHC relies heavily on volunteers to run its meal program and provide food for the families who don’t have the time, resources or energy to prepare or purchase a nutritious meal. Our team spent the afternoon preparing dinner for 65 guests so the families could focus on what matters most, their child’s recovery. We were honored to serve, sit, eat, listen, and support the children and families during some of their most challenging times.

There are many ways you can help the Ronald McDonald House Charities. For more information and ways you can get involved, please visit their webpage http://armhc.org/how-you-can-help/

ARMHC Website Group Photo 5-18-16

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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