Exploring Horizon with Erica James, Investment Advisor
June 18, 2015
Investors commonly fail to specify the time period that planning will cover when investing
for important life events. Whether planning for a wedding, a new home, or retirement,
investors often attempt to make decisions based on objectives that are not clearly defined
such as “to make as much money as possible.” Unfortunately, such vague objectives make it
more difficult to choose amongst myriad investment options and understand what
investments work best for you. Every strategic plan requires a defined objective and a
specified time horizon. Clearly defining your investment objectives and time horizon
will help you establish the approach you want to take to investing (conservative, moderately conservative, or
aggressive) and the strategy that works best for you (growth, income, or a blend).
Are you ready to start a conversation about your investments, objectives and time horizon? To
learn more about my approach and to better understand the many options available to you,
contact me at (855) 212-0955 or [email protected].
About Erica
Erica joined Granite Springs in 2014, bringing with her a decade of experience in financial services, real
estate, and business sales. As Marketing Director, she was responsible for developing the firm's brand,
generating demand, and managing marketing content and strategy. She also served the marketing needs of
the firm's corporate parent, R. Seelaus & Company, Inc. Erica transitioned to her current role as Investment
Advisor in June of 2015.
Erica has a B.A. in International Relations with a focus in Political Economy from San Francisco State
University and attended the graduate College of Urban Planning and Public Affairs at the University of
Illinois at Chicago. She holds FINRA license 65. To learn more about Erica visit: www.granite-springs.com.
Granite Springs Asset Management, LLC is a privately held SEC registered investment advisor that
specializes in fixed income portfolio management and tactical asset allocation investment strategies for private
clients, family offices financial advisers, insurance companies, pension plans, and other institutional investors.
The investment philosophy at Granite Springs is based on two principal beliefs; that asset allocation is the most
important investment decision and; that disciplined risk management leads to superior returns over time.
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25 Deforest Avenue, Suite 308, Summit, New Jersey 07901
(212) 935-0755
www.granite-springs.com
Exploring Horizon with Erica James, Investment Advisor
Granite Springs Asset Management, LLC is a Registered Investment Adviser with the U.S. Securities and
Exchange Commission and qualified to do business in various state jurisdictions where required. Nothing in this
article shall constitute investment advice. This article is for informational purposes only and the opinions
expressed are the author’s own.
Disclaimer
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any
product. The opinions expressed are those of the Granite Springs Asset Management LLC Investment Team.
The opinions referenced are as of the date of publication and are subject to change due to changes in the
market or economic conditions. Material presented has been derived from sources considered to be reliable,
but the accuracy and completeness cannot be guaranteed. Nothing herein should be construed as a solicitation
recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment
strategy or strategies. This material is for educational purposes only. Granite Springs Asset Management LLC
is an investment adviser registered with the US Securities and Exchange. Registration does not imply a certain
level of skill or training. More information about Granite Springs Asset Management LLC can be found in its
Form ADV which is available upon request.
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25 Deforest Avenue, Suite 308, Summit, New Jersey 07901
(212) 935-0755
www.granite-springs.com