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The Cleveland-based RIA firm will specialize in personalized alternative investment portfolios for clients

CLEVELAND, July 10, 2025 /PRNewswire-PRWeb/ -- Today, financial advisor Anna Rathbun, CFA®, CAIA, announced the launch of ("Grenadilla"), a wealth management firm dedicated to crafting tailored investments and building harmonious portfolios for individuals and families. Founder and CEO Rathbun brings over a decade of wealth management experience to her new venture, previously serving as Chief Investment Officer for CBIZ Investment Advisory Services.

Grenadilla will specialize in personalizing portfolios for clients in public and private markets. In particular, it will focus on alternative investment solutions, including private investments in equity, credit, and real assets, such as real estate and infrastructure. The firm aims to generate alpha through private markets and deliver institutional-quality private market expertise to individuals and families. The firm's investment strategies will center around Rathbun's research and her assessment of the global market environment. Notably, Grenadilla will utilize actively managed ETF-based strategies that provide public market beta exposure and tax efficiency.

"Over the past few decades, there has been a commoditization of investments in the wealth management space. I strongly believe that investments should be personalized to each client's unique needs, which is why I'm starting Grenadilla," said Rathbun. "Discernment has never been more important in the industry, and Grenadilla will proudly provide clients with institutional-grade advice and offerings."

As a widely recognized expert in macroeconomic analysis and multi-asset capital allocation, Rathbun understands that helping clients better comprehend the world around them is crucial in managing their emotions and achieving better outcomes. In addition to her tenure at CBIZ, she held the role of Managing Director for Clearstead, a financial advisory firm serving wealthy families and leading institutions. Rathbun received a bachelor's degree in Economics from Harvard and is a classically trained musician, previously serving as a young faculty member at the Cleveland Institute of Music.

The firm is named after Grenadilla wood, which is used to make high-performance woodwind instruments, such as clarinets and oboes. Rathbun believes that music and money share many similarities. Similar to how a beautiful orchestra is composed of instruments playing in concert, the results can be harmonious when all the elements of a portfolio work together.

"I believe the investing process should be a collaborative partnership with clients that prioritizes effective and contextual communication around their portfolios, the broader markets, and the global economy. I am excited to be building Grenadilla from the ground up," added Rathbun.

To learn more about Grenadilla Advisory, please visit .

About Grenadilla Advisory

Grenadilla Advisory ("Grenadilla") is an independent wealth management firm dedicated to crafting tailored investments and building harmonious portfolios for individuals and families. Headquartered in Cleveland, OH, and founded by nationally recognized financial expert Anna Rathbun, Grenadilla serves clients nationwide. Grenadilla specializes in offering alternative investment solutions and institutional-grade counsel for clients. Our investment philosophy combines practicality and aspiration. We believe our clients' investment portfolios should align with their lives, constructed to meet present needs and fuel future dreams, evolving as life progresses. For more information, please visit .

Media Contact

Abbie Sheridan, Grenadilla Advisory, 1 5162867056, [email protected],

SOURCE Grenadilla Advisory