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
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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

We’re in a challenging environment for savers and investors alike, but there are silver linings to be found. In a recent MLive Wallet Watch article, Anastasia Wiese, JD, CFP® shared tips on how to navigate rising interest rates and market volatility. She discusses how to seize improved opportunities in your saving accounts, while staying invested in the markets for future growth.

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.

Evidence-Based Investing in Brief

How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? Evidence-based investors build and manage their portfolio based on what is expected to enhance future returns and/or dampen related risk exposures, according to the most robust evidence available. This also means sticking with your long-view, evidence-based strategy once it’s in place, despite the market’s uncertainties and your own self-doubts you’ll encounter along the way.

All News & Insights