Our mission is to provide each of our clients with disciplined asset management, strong performance and unparalleled service and support.
Grimes & Company does not custody client assets. Since our firm is independent, we can manage client assets on virtually any custody platform. Our primary custody relationships are Fidelity Investments, TD Ameritrade, and Charles Schwab Institutional.
Our advisory accounts are individually managed, fee based portfolios. Since our fees are based on assets under management and not commission, we have a vested interest in the growth and health of your portfolio!