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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
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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

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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.

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