Garland Capital Management Inc.
Garland Capital Management Inc is an independent, privately owned investment management firm headquartered in Bellevue, Washington. Founded in 1998, the firm is an SEC-registered Investment Adviser serving primarily high net worth individuals and retail clients. Garland Capital provides customized investment management services focused on long-term client relationships, with a staff of 2 employees, both investors. The firm does not operate as a broker and maintains a focused client base in the United States.
Investment Strategy
Garland Capital Management adopts a client-centric, long-term investment approach, analyzing each client's unique financial situation and designing diversified portfolios primarily comprising publicly traded equities. Their strategy emphasizes active management tailored for individuals, aiming to deliver steady, risk-adjusted returns through careful security selection and continuous portfolio monitoring. The firm invests across various sectors and adjusts holdings based on market conditions and client objectives, with a particular focus on safeguarding and growing client assets over time.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 7.43% | $2.3M | 8,070 | $48.08 | $289.91 | -$4.0M |
B BK | BANK NEW YORK MELLON CORP | 5.73% | $1.8M | 19,795 | $48.54 | $91.11 | -$3.8M |
A ABBV | ABBVIE INC | 5.47% | $1.7M | 9,283 | $59.58 | $185.62 | -$5.1M |
I IBM | INTERNATIONAL BUSINESS MACHS | 5.44% | $1.7M | 5,812 | $117.37 | $294.78 | -$3.6M |
C CSCO | CISCO SYS INC | 5.04% | $1.6M | 22,875 | $27.18 | $69.38 | -$3.5M |