Will Grassi Investment Management act as a broker?

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.

Does your firm have a minimum asset level that it requires for clients?

Yes, Grassi Investment Management minimum account value is $1,000,000.

If I have questions regarding my account, will there be a dedicated portfolio manager whom I may contact?

Yes, a portfolio manager is assigned to each client account so that you have ready access and may have your questions answered promptly.

How often will I receive reports from Grassi Investment Management?

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.

Will Grassi Investment Management work with my existing team of professionals?

Yes, the firm typically works closely with your CPA, attorney, and other advisers.

Do you have full discretion in managing my investment accounts?

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.