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

Investors reacted positively to the release of President Trump’s tax reform outline, and the so-called “reflation trade” resumed last week as higher-risk areas of the financial market outperformed. Equities increased, with the S&P 500 Index rising 0.7%.