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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
Why Business Leadership Skills Aren’t the Only Thing To Look For in an Effective Advisor
An effective financial advisor should always carry out their fiduciary duty with your highest financial interests in mind.
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.
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.
