Welcome to Grassi Investment Management


Grassi provides investment management services for individuals, families, foundations and institutions. We understand that everyone has their own unique financial situation and we customize each portfolio to meet our client’s investment objectives regarding growth, income and volatility. We pride ourselves on selecting our own stocks and bonds for the investment portfolios and design portfolios that are invested in companies that we see as undervalued. We enjoy helping clients to establish goals for retirement and financial independence and working with clients to ensure success.

Grassi Investment Outlook

Investor attention remains focused on trade issues. Tensions eased somewhat last week, as Chinese officials indicated they may be open to negotiating resolutions. It is possible that the Chinese government may make some concessions that would allow President Trump to claim a political win that wouldn’t disrupt global trade. 

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