Estate planning is an integral part of your overall financial plan. Estate planning can give you greater control over your assets and a greater likelihood to leave your estate to those most Important to you.

Planning for the future means planning for life’s unexpected turns.

Active Share measures the percentage of equity holdings in a representative portfolio that differ from the index constituents. It is calculated by summing the absolute difference of the weight of each holding in the representative portfolio versus the index and dividing by two.

Tax efficiency is critical in managing your portfolio to minimize your overall tax liability.

Co-Founder, Principal & Chief Compliance Officer

Emerson T. Whitley, CFA is a Principal and Research Analyst at Granite Investment Partners, LLC. Mr. Whitley is an analyst following the Health Care, Consumer Discretionary and Materials sectors.

Melissa A. Manuel is a Marketing Associate at Granite Investment Partners, LLC. Mrs. Manuel provides support for client relations and operations at the firm as well as managing the marketing materials for the firm. She joined Granite in 2014 and has 11 years of investment industry experience.

Principal, Portfolio Manager & Research Analyst

Granite’s mission is investment excellence.

Granite’s team consists of experienced professionals committed to investment excellence, combining curiosity, skepticism, and a results-driven approach.

Granite applies prudent, time-tested principles to investments, aiming for consistent growth and capital preservation aligned with client objectives and risk tolerance.

The Atrium at Continental Park 2321 Rosecrans Ave, Suite 4200 El Segundo, California 90245