Step Six: Managing the Portfolio
The Grant/GrossMendelsohn process is dynamic and ongoing. Our team continually monitors funds by considering market conditions, looking for any changes in management or investment style, and reviewing a host of qualitative and quantitative factors. Because we know that our clients’ circumstances and objectives+B16 are ever-changing, we pride ourselves in maintaining effective, ongoing communication to stay abreast of any new developments. We adapt our clients’ investment portfolios to ensure that they continually match their current situation. In addition to ongoing monitoring, every client’s portfolio is formally reviewed on a quarterly basis, with reports sent to the client detailing portfolio structure and performance, current market conditions and position changes.
