Garrison Point Advisors, LLC
Garrison Point Advisors, LLC, doing business as Treehouse Wealth Advisors, is an SEC-registered investment adviser headquartered in Walnut Creek, California. Founded in 2018, the firm manages portfolios for both high-net-worth individuals and other individual investors, employing a small team of roughly 5 to 10 employees. Their services are focused on wealth and investment management for clients seeking personalized financial planning and investment strategies.
Investment Strategy
Garrison Point Advisors, LLC manages diversified portfolios for individuals, with an emphasis on high-net-worth clients. Their investment strategy centers around constructing portfolios of global equities and fixed income holdings tailored to support clients’ long-term financial objectives and risk tolerances. This includes analysis of sector and security allocations, with a focus on established, high-quality companies as core holdings and active adjustments to market conditions. They have demonstrated the ability to add or reduce markets and individual stocks to optimize client results.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.95% | $16.6M | 32,013 | $278.80 | $517.95 | +$170.9K |
A AAPL | APPLE INC | 5.54% | $13.2M | 51,870 | $133.14 | $254.63 | +$2.6M |
I IVV | ISHARES TR | 4.47% | $10.6M | 15,907 | $434.49 | $669.30 | +$992.0K |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 4.43% | $10.6M | 14 | $680920.00 | $754200.00 | +$355.6K |
O ORCL | ORACLE CORP | 4.18% | $10.0M | 35,476 | $166.50 | $281.24 | +$2.2M |