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Investment Management
Comprehensive solutions for your investment goals
No two clients are alike, and so no two financial solutions are alike. The Grand Wealth Management team brings an evidence-based approach to helping you manage your investments. We monitor portfolios daily and measure progress within the context of achieving your specific long-term financial goals.
Investment Management Services
- Modern Portfolio Theory based investing
- Evidenced-based investment selections
- Investment Policy Statement development
- Customized asset allocation
- Asset diversification implementation
- Strategic asset location philosophy
- Daily portfolio monitoring
- Tailored dividend and capital gain reinvestment strategy
- Portfolio rebalancing based on tolerance bands
- Routine tax loss harvesting
- Legacy position management
- Benchmarking
Our Investment Philosophy
Markets Work
Security prices reflect available information
Structure Determines Performance
Asset allocation along size, value and market exposure dimensions primarily determines the results of a broadly diversified portfolio
Risk and Return are Related
Exposure to meaningful risk factors determines expected return
Diversification is Essential
Diversification reduces uncertainty
Concentrated investments add risk with no additional expected return
Costs and Taxes Matter
Expenses and taxes reduce net returns
Related News & Insights
Anastasia Wiese Featured in MLive: Finding the Silver Linings in Your Saving Accounts
In a recent MLive Wallet Watch article, Anastasia Wiese shared tips on how to navigate rising interest rates and market volatility.
Anastasia Wiese Featured in MLive, Offering Investment Tips During Inflationary Times
With inflation on the rise, many households are revisiting how to save, invest, and spend their hard-earned money. In a recent MLive article on how to budget for higher prices, Anastasia Wiese, JD, CFP® shared several best practices for sustaining your investment stamina during inflationary times.
Calvin Wiersma’s GRBJ Post on the Profitability Factor
What is the profitability factor in investing? As the name suggests, stocks from profitable companies are expected to outperform unprofitable ones. But that doesn’t mean you should load up on high-flying stocks. In his recent Grand Rapids Business Journal column, Calvin Wiersma, CFP® explains: Like managing a successful rental property, it’s best to consider profitability as one factor among many that contributes to your well-built investment portfolio.
Working in partnership with Grand Wealth Management enables our clients to be less concerned about the day-to-day details of managing their finances, while allowing them to stay involved in guiding and monitoring their overall financial picture.
