Grant Tani Barash & Altman (GTBA) provides business management, consulting, and investment management services. As business managers, GTBA assists clients in handling their financial affairs, including investments. GTBA offers both discretionary and non-discretionary investment advisory services to ultra-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private foundations, corporations, and partnerships. GTBA may recommend third-party investment managers and monitor their performance.
Fee Structure
GTBA does not charge a separate fee for investment advisory services. These services are included in the bundled fee for business management services. GTBA provides discretionary investment management services limited to short-term investments in cash and cash-equivalent investment products.