CLIENT EXPERIENCE

NEVER GIVE THE CLIENT AN ASSIGNMENT

Wealth Management

Legacy of Growth

Our company was built on core values that remain today. Our stellar performance for our clients is a big part of that legacy. We’re focused on continuing our legacy of growth with and for you. At the end of the day, we're focused on decades and generations, not just quarters and years.

We take a team-based approach to investment and wealth management by coordinating with your financial professionals to address the "big picture." Your long-term investment strategy impacts key areas like taxes, estate planning, retirement, education funding, inheritance, and charitable giving.

Each client is unique, which is why we design individualized strategies tailored to your financial goals. When needed, we also connect clients with trusted professionals in various fields who have consistently delivered high-quality services.

Wealth Mangement

Foundations

Managing with Your Mission in Mind

You want to focus on your mission and have peace of mind that your investments are safe and managed well. You’ll have peace of mind because we manage with your mission in mind.

To grow institutional assets successfully, a written investment policy and risk-managed strategies are essential.

Non-profit and foundation boards have a fiduciary duty to manage assets prudently, often facing challenges such as:

Defining the purpose of accumulated assets and guidelines for withdrawals.

Determining how much risk is prudent to achieve returns.

Assessing whether returns justify the risks taken.

Establishing a long-term strategy that remains effective despite leadership or investment manager changes.

We help boards draft investment policies that address these questions, guiding decisions, ensuring consistent performance reporting, and preventing excessive risk-taking. In addition, we manage custom portfolios, provide tailored reporting, and act as strategists for lending arrangements.

With over 20 years of trusted partnerships, we understand the vital role these assets play in supporting an organization’s mission and future success.

Foundations & Non-Profits

Small Businesses

A Growth Partnership: At Grant Street Asset Management, we leverage our extensive experience to foster genuine partnerships, guiding growth-driven companies towards their financial and business goals.

Wealth Transition: We’re in this Together As a second-generation led business, we understand the unique perspectives of wealth transition. Our experience with as many as four generations in a family enables us to deliver for you. We're in this together.

Treating Family Businesses Like Family: Grant Street Asset Management is a
family business that helps other family businesses grow. We treat you and your
family like family.

Small Business & Physician Practices

CPAS & Attorneys

All 3 Parties End Up Better Off: At the heart of effective wealth management is collaboration—ensuring the client, their financial professionals, and our team all work seamlessly together for the best outcomes. We recognize the vital roles each professional plays in serving a client’s needs and believe that no single firm should act as a “one-stop shop” for investments, insurance, tax strategy, and estate planning. Instead, we focus on fostering partnerships that create a cohesive and seamless client experience.

We proactively engage with CPAs, Attorneys, and other financial professionals to ensure every aspect of a client’s financial strategy aligns. Our collaborative approach includes:

CPA & Attorney Support Team: Regular outreach and collaboration to align tax-conscious investment strategies with legal and financial goals.

Annual Gain/Loss Forecasting: Providing data aggregation and forecasting to support strategic tax planning.

Estate Planning Coordination: Assisting attorneys in project managing estate
settlements, identifying potential needs for legal counsel, and ensuring smooth transfers of assets with accurate cost-basis adjustments.

By partnering with trusted professionals, we ensure that all parties—the client, their advisors, and our team—benefit from a unified approach to wealth management.

Together, we deliver seamless, comprehensive solutions tailored to each client’s unique goals.