Step One: Matching Investment Strategy and Expectations
The Grant/GrossMendelsohn process begins with a look at where a client’s investments are today, and where they think they are. Often, perception does not match the reality of the client’s current investment situation. Clients might feel that they are conservatively invested, while the portfolio is filled with more aggressive holdings, or vice versa. Every step in our process is designed to create a match between the client’s investment needs and the expectations and their specific portfolio composition.
