A complete list of active advisors currently associated with Grand Street Wealth Management, LLC
Warmer can help you find a great advisor at Grand Street Wealth Management, LLC or one who fits your needs even better.
Grand Street Wealth Management provides discretionary wealth management, investment supervisory services, and comprehensive financial planning to individual clients and charitable organizations. The firm also offers hourly financial planning for special projects and generally charges asset-based fees for ongoing wealth management engagements. The firm’s investment approach is guided by peer‑reviewed academic research and a belief that markets work efficiently; it seeks to capture market premiums cost‑effectively and constructs Investment Policy Statements to document risk tolerance and time horizons. Portfolios are diversified across multiple factor premiums (market, size, value, momentum, term, credit), include exposure to asset classes such as REITs and commodity futures, and combine long‑term investing with occasional short‑term trades. Noteworthy features for a small independent adviser include an explicit willingness to serve charitable organizations and that all client assets are managed on a discretionary basis. The brochure discloses the principal’s outside employment as a commercial airline pilot (approximately 6–8 days per month), and the firm documents practices on limited custody (fee deduction), proxy voting (clients retain voting authority), and a written code of ethics.
To learn more about the advisors currently working at Grand Street Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ann Arbor, MI
| 13
|
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