GROWING
LEGACIES

Grant Street Asset Management is an award- winning, fee-only investment management and wealth strategy company

GUIDING
GENERATIONS

We deliver strategic financial guidance beyond investment management to build partnerships with clients that have lasted decades

What does Growing Legacies, Guiding Generations mean?

Growing Legacies:

Investing with purpose. Our clients come to us to provide clarity for the future — a future for themselves and for their families and to project how their wealth may impact generations to come.

Whether this means growing future wealth, building a family legacy, or both, leaving a lasting impact is a common theme. For over 30 years, we have been refining our investment management strategy to align with the desire of clients to balance long-term goals, while enjoying life today.

Guiding Generations:

Managing with intention. We believe growth should span decades and generations. We focus on lasting partnerships, and our clients know that we care about them and their families. Our experience is time-tested, working with up to four generations within a family. As trusted fiduciaries, we understand the significance in helping clients guide their next generations to becoming fiscally responsible.

HOW ARE WE DIFFERENT?

LEGACY OF GROWTH

Our company was built on a core investment philosophy that remains steadfast today. Our consistent approach to investing has been tested through more than 40 years of market ups and downs. It is a cornerstone of our legacy. We're dedicated to continuing our tradition of growth with and for our clients. At the end of the day, we focus on decades and generations, not just quarters and years.

WEALTH TRANSITION,

WE’RE IN THIS TOGETHER

As a second-generation-led business, we understand the differing perspectives of wealth transition. Additionally, our experience serving as many as four generations of families equips us to deliver meaningful guidance for real-life family situations. We're in this together.

A GROWTH PARTNERSHIP

At Grant Street Asset Management, we’ve charted the journey of businesses on the rise. With decades of expertise, we uniquely understand the ambitions and challenges of business owners. Our clients devote much of their lives to their businesses, and we are driven to grow and protect the results of their success with that same level of commitment. Prioritizing your personal wealth is not transactional — it’s a partnership that works.

WOMEN-LED,

FAMILY-FOCUSED

At Grant Street Asset Management, we understand the family dynamics that may come with wealth are unpredictable. For many women, whether building a business, raising a family, or navigating transitions like divorce or widowhood, securing their loved ones' futures is a priority. They may feel uncertain, however, about the steps to take or about their family’s financial picture. As a woman-led team, we emphasize education, empowerment, and trust. By working together consistently, we help women investors gain clarity, confidence, and control over their financial futures.

MANAGING WITH YOUR MISSION IN MIND

You focus on your mission; we focus on your investments. With consistent and time-tested investment strategies and an astuteness through any market environment, we identify purpose-driven investments to safeguard for you. While you make an impact, we manage with your mission in mind.

TREATING BUSINESSES LIKE FAMILY

Grant Street Asset Management is a family business that helps other family businesses grow. We treat you and your family like our own.