Portfolios you can believe in, advice you can trust
We put you and your money in the middle. Our team of financial planners can view all aspects of your financial life through the lens of how they relate to your investments*.
How We Work
Part art. Part science. All about you.
Investment Management
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Active Management
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Strategic allocation
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Tactical Risk
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Portfolio Income
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Tax Sensitivity
Financial planning*
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Retirement Income
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Tax Planning
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Estate Planning
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Charitable Giving
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College Saving
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Insurance Planning
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Personal Balance
Trusted Partners
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Legal
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Accounting
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Insurance
The Grimes Difference
*The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.
Financial Planning
Financial Planning gives us the context to understand you, your goals, and the purpose of your assets. Our advice can make the difference.
Investment Management
Investment Management is at the heart of what we provide for our clients. We actively manage custom portfolios on a discretionary basis on behalf of our clients.
Institutional
Institutional Services – Whether you are a business looking for guidance on a retirement plan, a non-profit that needs help with endowment or operating assets, or a registered investment advisor looking to outsource your investment management, reach out to our team to see how we can help.
