Garrison Phillips, LLC Email Format

Investment ManagementNew York, United States0-1 Employees

Garrison Phillips, LLC operates as an independent registered investment advisor serving two main client segments: businesses seeking non-discretionary advisory services for employer retirement plans, and private clients requiring discretionary investment management. For businesses, the firm reviews, designs, rebids, implements, and maintains retirement plans, typically providing advice on investments, costs, operations, and competitiveness while sharing co-fiduciary responsibilities with the client. For private clients, it acts as a discretionary investment manager, making investment decisions based on discussions of goals, current finances, asset allocation, and risk tolerance to align with client objectives. Based in White Plains, New York, the firm positions itself within the investment management industry by offering non-discretionary advisory services alongside discretionary portfolio management, focusing on tailored outcomes for both entities and individuals.

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