Grassi Investment Management combines a highly disciplined, risk adverse investment philosophy with personalized service for each client. The investment process begins with a careful and complete evaluation of each client’s needs and a definition of the specific goals which must be accomplished to fulfill those needs. Mindful of these goals, we strive to achieve each client’s objectives with the lowest possible exposure to risk and in as consistent a manner as possible. Our objective is to maintain a low degree of portfolio volatility and a high degree of investment flexibility.

Our professionals weigh reported and anticipated economic and industry developments – and their probable impact on market prices – and place primary emphasis on those individual securities that offer superior value relative to alternative investments. This ongoing process of market monitoring and investment comparison and evaluation is crucial to maintaining the appropriate balance between risk and reward for each client.

Grassi Investment Management’s emphasis on controlling risk stems from the conviction that protecting asset values against serious deterioration in bad years, while achieving reasonably strong returns in good years, produces consistent, superior results over long periods of time. Rather than reaching for performance and getting swept up in the positive or negative emotions of the moment, we continuously maintain a common sense focus on investing