Customized Portfolio Design and Management

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

Performance

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

Portfolio Construction

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

The Grassi Team

Meet the professional team at Grassi Investments

Managing Partner

Operations Manager

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

CLIENT STORIES

Pete Sr. along with the entire team at Grassi Investments have an amazing insight into the investment world through their various connections, which I am sure has taken them years to acquire.
I have been doing business with Grassi Financial Management for many years.
For over 40 years, the Grassi’s have handled our family’s money.

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

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