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36 South Charles Street | 18th Floor
Baltimore, MD 21201
Tel 410.685.5512 | 800.899.4623 | Fax 410.752.5042 |
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Gross Mendelsohn's investment arm, Grant/GrossMendelsohn, LLC, provides independent, objective investment advice tailored to each investor's needs based on our evaluation of cash flow, tax implications, risk control measures and estate planning desires. Grant/GrossMendelsohn's services include:
- Analyzing the client's current investments, reviewing available options, matching portfolio structure with client expectations and risk tolerance
- The use of Modern Portfolio Theory - MPT - to balance asset allocation and moderate the typical roller coaster ride through diversification
- Recommendation of no-load mutual funds to meet objectives without the bias of commissions or needless expenses
- Continuous monitoring of the portfolio so adjustments can be made in a timely way, plus formal quarterly reviews
- Open, straightforward and personal communications that foster a trusting and productive relationship
View Our Brochure
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