Equity Investment Strategies

Equities serve as the growth component for portfolios. Over the course of a full market cycle we would expect equities to generate the greatest total return relative to bonds and alternative investments but also experience the highest volatility and risk of possible loss along the way.   Equity prices are largely driven by broad macro economic factors, such as the business cycle and Federal Reserve Policy, as well as micro factors including company news and earnings releases. 

Grimes & Company manages equity strategies consisting of individual stocks, managed ETF portfolios, and diversified mutual fund and/or ETF allocations.  Some strategies have risk management systems in place, and our strategies are meant to complement each other by providing exposures to different markets as opportunities exist.  Our Financial Advisors would be happy to discuss with you the various strategies and how they may fit your portfolio.