Tampa, FL Office
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Grand Central Investment Group, LLC
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About
Grand Central Investment Group, LLC provides portfolio management, financial planning, and consulting services to individuals (including high-net-worth clients), trusts, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary management and delivers most advisory services through a bundled wrap-fee program while also serving clients outside the wrap arrangement on a consulting/transaction-fee basis.
The firm follows a top‑down investment process that begins with asset allocation across stocks, bonds, and cash and then emphasizes a core holding of dividend-paying equities split between higher-yield payers and dividend-growth names. Investment decisions combine fundamental screening (valuation, dividend growth, and other financial metrics) with technical tools such as point-and-figure charting, and portfolios may include ETFs, fixed income, and alternative investments as appropriate to client risk and tax considerations.
Compared with peers, the firm is notable for sponsoring its own wrap-fee program while maintaining a separate consulting offering for legacy or concentrated positions that uses transaction-based fees and may create different cost incentives. The firm’s most recent ADV filing was an “other-than-annual” amendment disclosing a change in ownership and updates to business and fee disclosures, and the brochure directs readers to Part 2B for any supervised-person disciplinary information.
Based on Grand Central Investment Group, LLC
Expertise
Based on Grand Central Investment Group, LLC
Location
324 S. Hyde Park Ave., Suite 390
Tampa FL 33606
Advisors at this office
2
Advisors at this office
Charles P
CFA®, Series 66
Tampa, FL
Grand Central Investment Group, LLC
Charles Poe is a CFA® charterholder with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014, following brief tenures at Vicus Capital, Inc. and Merrill. He serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a top-down investment process emphasizing asset allocation and dividend-paying equities, offering both discretionary and non-discretionary management through a bundled wrap-fee program and separate consulting services.
Michelle H
Series 63, Series 65
Tampa, FL
Grand Central Investment Group, LLC
Michelle Halpin is a financial advisor with Grand Central Investment Group, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Grand Central Investment Group since 2014, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing spanning 16 years. Grand Central Investment Group, LLC provides portfolio management, financial planning, and consulting services to a range of clients, including individuals, trusts, retirement plans, charitable organizations, and businesses. The firm uses a top-down investment approach focused on asset allocation and dividend-paying equities and offers both a proprietary wrap-fee program and consulting services with transaction-based fees.
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