Grassi Investment Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Grassi Investment Management operates in the investment management industry, offering personalized portfolio management for individuals, families, foundations, and institutions. The firm emphasizes tailoring each portfolio to align with clients’ objectives regarding growth, income, and volatility, and it focuses on selecting its own stock and bond investments with an eye toward undervalued opportunities. This approach aims to help clients set and achieve goals related to retirement and financial independence, providing guidance and ongoing portfolio oversight.

Based in Santa Clara, California, Grassi serves a diverse client base and positions itself as a principal manager of investments through bespoke portfolios. Recent developments include the acquisition of Grassi Investment Management by Creative Planning Advisor Services, LLC, indicating a notable transition within the wealth management landscape. The firm’s activities reflect a focus on active, value-oriented investing within the broader investment management field.

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