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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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