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Investment and Fiduciary Advice

At Grand Capital Management, we make sure you have the right Investment and Fiduciary Advice.

Control What You Can

Most people want to make money and not lose it.  So, because of this inherent desire we manage and control risk differently than most advisors.  When combining the right data & statistics, we can ensure that portfolios are properly constructed to provide investors with successful outcomes. We take the same approach with employees; We ensure that your employees experience the best possible investment management in their 401(k)’s or employer sponsored plans.

Fiduciary Advice

Fiduciary advice is an important part of any investment decision. Grand Capital Management has a legal responsibility to act in the best interests of another person or entity. As an investment advisor, it is our responsibility to provide unbiased, prudent advice that is in the best interests of our clients. We have the experience and expertise to help you make informed decisions about your investments and financial goals. We strive to provide the highest level of service and advice to our clients, ensuring their financial goals are met. Trust us to guide you on your path to financial success.

Know Your Risk Number

Your risk number helps manage expectations related to investment outcomes.  More specifically, it can help you identify what range of fluctuation you’re comfortable with in your accounts. From there, we engineer portfolios to stay within that range so you can be confident about investment success. 

The video below describes investor behavior when these numbers are unknown.

 

Two Simple Metrics to Monitor

Our approach to investing is a simple one: Drawdown & Range of Fluctuation 

Need Additional Investment and Fiduciary Advice ?

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