Williamsport, MD Office

Grant Street Asset Management provides discretionary and non‑discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) as well as institutional clients such as pension and charitable organizations. The firm manages roughly $768 million in client assets and offers continuous portfolio supervision, personalized investment strategies, and periodic performance reporting.

The firm’s investment process emphasizes asset allocation and a mix of mutual funds, ETFs and individual securities using fundamental, quantitative, qualitative and technical analysis as appropriate to client goals and risk tolerance. Grant Street also offers management of “held‑away” accounts—primarily 401(k) plans and other non‑custodied assets—using a third‑party order management platform to implement tax‑aware asset location and opportunistic rebalancing while avoiding custody of client credentials.

Grant Street’s ADV includes recent material disclosures noting additions to its strategic growth and client service staff in 2025, a type of disclosure that is relatively uncommon among comparable team firms. The brochure also highlights the firm’s use of institutional platform relationships to support trading and reporting and notes that it does not vote client proxies, which may be meaningful operational distinctions for prospective clients to consider.