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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
Q2 2025 Market Insights: How Diversification Protected High-Net-Worth Portfolios
Calvin Wiersma shares key takeaways from our latest Quarterly Insights, including how Grand Wealth Management is helping clients navigate recent market volatility and the impact of new tariff policies. Through disciplined strategies like rebalancing and tax-loss harvesting, we continue to guide high-net-worth investors with clarity and confidence.
Staying Focused on Long-Term Investment Strategies & Blocking Out the Noise
In today’s fast-paced media landscape, news alerts about tariffs, inflation, and market fluctuations seem never-ending. It’s natural to feel uneasy when headlines paint a picture of economic uncertainty. However, reacting emotionally to short-term events can often lead to costly investment mistakes. At Grand Wealth Management, we emphasize a disciplined, evidence-based investment approach designed to keep you focused on your long-term financial goals rather than momentary market noise.
The Power of Long-Term Investing: A Strategic Approach
Investing is about more than quick gains—it’s about building lasting wealth. In his latest video, Calvin Wiersma shares key insights on creating a long-term strategy, including the importance of a clear investment philosophy and the right mix of stocks and bonds. Watch the full video to learn how disciplined, goal-oriented investing can secure your financial future.
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.
