Granite Value Capital, LLC

Granite Value Capital is a registered investment advisor based in Hanover, New Hampshire, providing discretionary portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Founded in 2009 and led by Anthony J. Abbate, the firm builds customized equity and debt portfolios tailored to each client's specific risk tolerance, time horizon, and objectives. Granite Value Capital primarily utilizes fundamental analysis, long-term purchases, and short-term purchases, focusing the equity portion of client portfolios on 30 to 45 individual stocks that sell at low valuations relative to earnings or balance sheets, alongside mutual funds and exchange-traded funds. While financial planning may be provided as part of an all-inclusive service included in the overall management fee, tax efficiency is not the primary consideration unless agreed upon in writing. The firm recommends Charles Schwab & Co. as custodian and broker for client assets, does not participate in wrap fee programs, and does not vote client proxies.