GET IN TOUCH Customized Portfolio Design and Management GET FREE CONSULTATION Investment Management Services for Individuals, Families, Foundations and Institutions

Financial Advice

We take the time to learn your needs and design a portfolio pursuing the investment goal.

Wealth Management

We select investments and build
wealth through long-term investment
strategies.

Capital Preservation

Our most important goal is preservation of capital while achieving long-term performance with minimal risk. 

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.
We manage many different kinds of portfolios for individuals, institutions and charitable organizations including but not limited to:

Individuals, Taxable Accounts, Retirement Accounts, Partnerships & Trusts, Business Related Accounts, Institutions, Defined Benefit Plans, Defined Contribution Plans, 401(k), 401(a), 403(b) & 457 plans, Profit Sharing Plans, Charitable Organizations, Foundations, Endowments

GRASSI INVESTMENT SERVICES

  • Strategy

    Bottom-up investing and capital preservation

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  • Performance

    Customized performance based on personal needs, investment type and investment time horizon

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  • Portfolio Construction

    Your portfolio is constructed for your specific needs, risk tolerance and your investment objectives

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THE GRASSI TEAM

Meet the professional team at Grassi Investments

The proof is in the numbers

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NUMBER OF CLIENTS

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ASSETS UNDER MANAGEMENT

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YEARS OF EXPEREINCE

Schedule a Free Consultation with us to explore how we can help you

CLIENT STORIES

Client Story 1

My wife Judy and I were privileged enough to be introduced to Grassi Investments by...
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Client Story 2

I have been doing business with Grassi Financial Management for many years.
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Client Story 3

For over 40 years, the Grassi’s have handled our family’s money.  Their ability to succeed...
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Why Trust Us With Your Portfolio?

At Grassi Investment we don’t just place your funds into existing mutual funds managed by other parties. We pick the best investments for each client portfolio

  • Independent family business
  • Professional stock-pickers
  • Long term track record of high performance
  • Outperforming stock market indexes
  • Customized portfolios for each client
  • Exceptional personalized service
  • Award winning Investment Advisors

Grassi News

Significant Crosscurrents Prior to Q3 Earnings

Equity markets have been struggling with a number of short-term risk factors.  None at this...
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A Correction Is Healthy

A host of factors have recently been pressuring the stock market. The S&P 500 Index...
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The Reopening

Over the last year, we witnessed policymakers’ experiment with ways to force the economy out...
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