Our Company History
Graybill, Bartz & Associates, Ltd., has been in the investment services business since 1969. In the early years, under the name of R.W. Graybill Ltd., Bob Graybill published an investment newsletter for investors. Over time, people who were impressed by the insights demonstrated in the investment letter approached him to manage their investments. By 1974, Bob was managing client's portfolios.
Sharing the same philosophy, integrity and commitment to clients, Steven Bartz and Bob Graybill joined forces in 1996. The company's name changed to reflect this strong partnership. Since then, Steve has directed the firm's Investment Management activities.
As the firm continued to grow, Philip Karlson joined Graybill, Bartz & Associates, Ltd., as a principal in 2000. Phil is Executive Vice President and Chief Equity Strategist. Don Canfield joined the firm in 2004, bringing over 25 years of investment management experience and depth to the leadership team. Don is a principal of the firm and also serves as a compliance and fixed-income specialist.
Today, Graybill, Bartz & Associates, Ltd., is a well-respected investment management organization stressing capital preservation, growth, and close client relationships and services.
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Robert W. Graybill, Founder
Bob's growth stock investment philosophy guided the development of the firm for over 30 years until his death in 2003. His vision and values continue to inspire the firm. |
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