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
Our Investment Philosophy
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
5 Things to Do While Markets Are Volatile
Just as we prepare for other emergencies, it is important to practice how to avoid disastrous investment blunders in the heat of the moment as well. Below are five timely actions you can take when financial markets are in turmoil … and, frankly, even when they’re not.
Financial Planning With a Mini Van
When you know your goal for your finances, you and a financial planner can consider all the essential components to build into your plan for the long haul. You might have big dreams of retiring to travel the world, or perhaps you’re more concerned about security and reliability. Whatever the case, a good financial plan needs to address three essential areas in order to build the life you want: retirement planning, legacy planning and investment management.
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.