We take the time to learn your needs and design a portfolio pursuing the investment goal.
We select investments and build
wealth through long-term investment
strategies.
Our most important goal is preservation of capital while achieving long-term performance with minimal risk.Â
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
Bottom-up investing and capital preservation
Customized performance based on personal needs, investment type and investment time horizon
Your portfolio is constructed for your specific needs, risk tolerance and your investment objectives
Meet the professional team at Grassi Investments
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
