Finding You a First-Class Investment Team
Private Investment Services Offer a Refreshing Difference
Are you tired of generic investment options and mainstream investment portfolios?
Grandhaven will match clients with boutique portfolio managers with strategic investment philosophies. Private management firms allow you direct, unfettered, access to the mind and expertise of your portfolio manager.
Why Boutique Management
Smart Investing for the Discerning Client
We believe in a common-sense approach to investing, preserving your capital, and responsibly managing its growth. The boutique managers we recommend promote a largely passive core of Exchange Traded Funds, as opposed to mutual funds, to offer greater flexibility for rapid changes when needed. This allows for lower fees, greater agility, and better returns.
In addition to direct ownership of your assets, we also believe in giving you direct access to highly educated private investment managers who manage your fund. This provides you with a stronger connection to your portfolio manager than with traditional services. We don’t believe in middlemen, such as the investment advisors who you typically meet with at traditional investment institutions, such as banks.
Our Core Belief
Developing trust and offering quality and transparency are at the heart of everything we do. We develop trust by connecting you directly with your fund manager. Quality and transparency are promoted through our focus on value-seeking strategies Exchange Traded Funds for a high-quality, directly owned, and fully transparent asset portfolio.
Passive Core Investing
The best way to achieve your goals is with careful planning and a strategy designed to serve you. We refer clients to advisors who focus on passive core investing, meaning they don’t take risks with your money by trying to outperform the market. Instead, they focus on strategic indexing and Exchange Traded Funds with a proven track record for growth. This investment philosophy is provided by a select few Portfolio Managers, adding to that personal level of service.
Let Us Introduce You To The Team
At Grandhaven Inc., we know the high value of professional and personalized private investment services, which is why we refer our clients to financial experts that align with these values.
