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Important Disclosure | Grimes & Company, Inc
http://www.grimesco.com/important-disclosure
Skip to main content. Tax and Estate Planning. Commentary, News and Links. Grimes and Company, Inc. Investment adviser representatives are also, in their individual capacities, registered representatives of Mid Atlantic Capital Corporation (". Who are also registered representatives of. May, in their individual capacities, effect securities transactions for public customers on a fully disclosed commission basis in those states in which both. Please remember that different types of investments involve var...
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Foundations & Endowments | Grimes & Company, Inc
http://www.grimesco.com/foundations-investment-advisor
Skip to main content. Tax and Estate Planning. Commentary, News and Links. We are also comfortable working on a non-discretionary basis where we will work with a committee to discuss any changes. Under this scenario, portfolio allocation and monitoring of investment managers would usually be reviewed on a quarterly basis with a committee. In this capacity, the ultimate decision about which managers to hire and fire would lie with the committee. BrokerCheck, http:/ brokercheck.finra.org/.
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Our Process | Grimes & Company, Inc
http://www.grimesco.com/financial-management-process
Skip to main content. Tax and Estate Planning. Commentary, News and Links. We understand that financial management is a two way street. Our first conversation is as much of an interview for you as it is for us. We start by conveying Grimes’ investment strategy and planning philosophies to ensure mutual understanding of future financial management directions. We then establish goals and gather basic information about your current financial status. To learn more about our Investment Policy Statement. To le...
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Our Team | Grimes & Company, Inc
http://www.grimesco.com/investment-advisors-team
Skip to main content. Tax and Estate Planning. Commentary, News and Links. Timothy J. Grimes, CFP. Kevin T. Grimes CFA, CFP. J Michael Grenon, CIMA. Thomas A. Grimes, CFP. Emily G. Wood, CFP , CRPS. Gerald S. Connolly, CFP. Janelle L. Coulman, CFP. Jennifer A. Moran, CFP , AEP. David L. Witherbee. Adam R. Jacobs CFA, CFP. Jordan A. Letendre, CFP. James J. Barrett V, CFP , AIF. Kevin B. Morrissey. Brian G. Carlson. Emily M. Sricharoenchaikit, CFP , AIF , CRPS. Benjamin B. Wallace, CFA. Ashley A. Ransow.
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Equity Investment Strategies | Grimes & Company, Inc
http://www.grimesco.com/core-investment-strategies
Skip to main content. Tax and Estate Planning. Commentary, News and Links. For information on registered persons of Grimes, you may consult FINRA's. BrokerCheck, http:/ brokercheck.finra.org/. Please see Important Disclosure Information. As indicated in our written disclosure statement. We provide financial planning services to the extent requested by the client. Site design: www.aldenmarketing.com.
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Tactical Strategies | Grimes & Company, Inc
http://www.grimesco.com/tactical-asset-allocation
Skip to main content. Tax and Estate Planning. Commentary, News and Links. Small caps, Mid caps, Emerging Markets, and Developed Foreign are examples of tactical positions on the equity side. We use funds and exchange traded funds to populate tactical asset allocations because of the liquidity, ease of trading, and access to manager expertise. For information on registered persons of Grimes, you may consult FINRA's. BrokerCheck, http:/ brokercheck.finra.org/. Please see Important Disclosure Information.
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