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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
Investing Cash in Uncertain Markets: Three Questions Every High-Income Professional Should Ask
Senior professionals such as law firm partners, consultants, and business owners often face a unique financial challenge: what to do with large, uneven cash inflows during uncertain markets. These inflows can come from a variety of sources, including partner distributions, business profits or sales, deferred compensation payouts, or performance bonuses. While the opportunity to invest is clear, hesitation is just as common. Concerns about market volatility, economic headlines, or “timing the market” can lead to cash sitting idle longer than intended. In reality, the right decision depends less on predicting markets and more on making a thoughtful capital allocation decision.
Succession Planning for Business Owners in West Michigan: A Retirement Strategy, Not Just a Transaction
If you’re a business owner in West Michigan, your company is likely both your biggest asset and your biggest concentration risk. That’s why succession planning shouldn’t start with a buyer, a valuation, or a legal document. Instead, it should start with a retirement plan that works even if the business changes hands.
Diversification: One of the Most Powerful Strategies in Investing
At Grand Wealth Management, we believe smart investing isn’t about picking winners – it’s about owning them all. In our latest video, Calvin Wiersma highlights the power of diversification as the most effective way to reduce risk and build long-term success.
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.
