No, it is neither a broker nor a custodian. It is purely an independent investment adviser and receives one hundred percent of its revenue from client investment management fees.
Yes, Grassi Investment Management minimum account value is $1,000,000.
Yes, a portfolio manager is assigned to each client account so that you have ready access and may have your questions answered promptly.
Formal account reports are sent quarterly either electronically or by mail. You may also review your monthly portfolio at any time via a secure website connection.
Yes, the firm typically works closely with your CPA, attorney, and other advisers.
Yes, normally assets are managed on a discretionary basis. Our discretion is limited to investment activity. We are not able to withdraw funds from your account, with the exception of quarterly investment management fees.