Grassi Investment Management, LLC is a family owned, SEC Registered Investment Advisor that specializes in constructing and managing investment portfolios to meet the needs of conservative, long-term investors. We believe that trust and communication are of paramount importance in building a lasting relationship with our clients.
Grassi Investment Management was founded in 1984 and was affiliated with a major securities firm. In 2000, Grassi Investment Management became Grassi Investment Management, LLC which continues today as an independent advisory firm that serves both institutional and high net-worth individuals. As a family owned company, we put a premium on client services and consider many of our clients close personal friends.
Throughout bull and bear markets we have stood above others by providing high quality, risk-averse investment guidance. Our long term track record has proven the adage: experience is priceless.
For equity portfolios, we employ a “bottom up” investment strategy that focuses on fundamental analysis and research and seeks to identify specific companies that have above average growth potential. For fixed-income portfolio, we focus on a total rate of return and seek to achieve this goal by purchasing debt securities with staggered maturities to take advantage of fluctuating interest rates.
Our goal is always to achieve optimum results based on your investment goals and objectives.
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
At Grassi Investment you will be working with a team of seasoned and highly experienced investment professionals. We help investors realize investment gains and build wealth through long-term investment strategies. Our experience navigating the capital markets has proven invaluable to our clients and we have not only survived, but flourished despite Black Monday in 1987, the Dot-Com Bubble in 2000 and the Financial Crisis of 2008. Since 1983 we have provided our clients with sound investment advice and risk adverse strategies that provide peace of mind during market trepidations. We believe that a good investment advisor should be judged on his performance in down markets and know that our long term track record will prove worthy of your trust.
*The survey was conducted by the Silicon Valley/San Jose Business Journal. The list focuses exclusively on independent investment advisors and draws data from publicly available, but not particularly accessible, government forms that investment advisers are required to file.
The award is determined by largest investment advisors in the Silicon Valley, ranking them by their total assets under management.
The rating is not indicative of individual account performance.
Grassi Investment Management did not pay a fee to participate in the survey.