For Pursuits That Are
Timeless

Tailored investment strategies built around your goals, your timeline, and your life.

One of our most unique offerings is our selection of highly researched and vetted investment options. We strive to make intelligent decisions that aims to profit for years and years to come.
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Our Approach To Investments

Each wealth plan is crafted to match your overall goals. We first look to understand where you’re at, and then we design a path with the aim to optimize your wealth and help minimize taxes and fees. Through our conversations with you, we’ll be better able to explain how your risk appetite, retirement objectives and lifestyle wishes can come to fruition through our tailored investment strategies – which typically include a mixture of the following three categories:

  • Short-Term Investments:

    Short-term investments are typically bank deposits, institutional money market, high quality short-term bonds and bond funds. The goal is to minimize or eliminate any short-term fluctuations, while getting the highest income possible. It is designed for investments that will be needed in the next 18 months.

  • Medium-Term Investments:

    Medium-term investments are typically bonds and bond funds. Some year-to-year price fluctuation is maybe acceptable in exchange for a higher expected return. However, there should be a very low likelihood of losing any principal over a three-year period. In exchange for accepting some price fluctuation, we expect to earn a higher expected return than the short-term investments. This part of the portfolio is designed for investments of over 18 months, but less than five years. This could be a way to reduce the overall, year-to-year volatility of the portfolio.

  • Long-Term Funds:

    Long-term funds are typically invested in private and public companies and real estate. This portion of the portfolio is designed to prudently maximize returns in exchange for short-term volatility and is designed for money that can remain invested for at least five years.



Investment Services

At Gryphon Wealth, investment management means a dedicated team actively working your strategy – research-driven, precisely calibrated and built around your life, your plans and the future you’re building.

Schedule Your Discovery Meeting

  • Comprehensive Portfolio Management

    We bring your full financial life into one clear, coordinated plan. We thoughtfully manage your assets with intelligent, research-driven strategies, aligning risk, return and liquidity with the life you’re living today and the goals you want to reach over time.

  • Public Stocks, Bonds, Funds and ETFs

    We build strategies using public stocks, bonds, mutual funds and exchange-traded funds (ETFs) that are grounded in research and tailored to your objectives. Each position has a purpose within your broader strategy, helping to balance growth, income and risk in a way that fits your wealth plan.

  • Private Equity, Debt and Real Estate

    For some clients, private investments play a meaningful role in long-term growth and diversification. Unlike publicly traded stocks and bonds, these investments are not listed on public exchanges; they’re accessed through carefully evaluated opportunities that can complement your broader wealth plan. We evaluate and integrate these thoughtfully, so they support your long-term goals.

  • Education Accounts, including 529s

    We structure education accounts, including 529 education savings plans, designed specifically for future education costs, to support the future learning you want to make possible for children, grandchildren, or other loved ones. We help you choose and manage these accounts so they fit smoothly within your broader wealth plan.

  • Retirement Accounts, including IRAs, Roths and retirement plans

    Retirement assets often sit at the center of a family’s long-term plan. We coordinate contributions, investment choices, and withdrawals so your retirement resources stay aligned with the life you envision.

  • Charitable Gift Accounts

    Donor-Advised Funds and charitable gift accounts provide a flexible way to support the causes you care about while integrating giving into your overall wealth strategy. We help you structure and manage these accounts so your generosity is intentional, tax-aware, and reflective of the impact you want to have.

Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be offset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, “junk” bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related offering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before investing.

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

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Gryphon Wealth

Contact Us

info@gryphon-wealth.com

Main: 904.450.5330
Fax: 904.450.5331

Location

4600 Touchton Road E
Building 200, Suite 110
Jacksonville, FL 32246


Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Gryphon Wealth, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name.