A complete list of active advisors currently associated with Grass Capital LLC

Warmer can help you find a great advisor at Grass Capital LLC or one who fits your needs even better.

Grass Capital provides discretionary investment management and financial planning to individuals (including high‑net‑worth and qualified clients), small businesses, and investors in pooled vehicles. The firm also offers qualified plan consulting and both non‑discretionary and discretionary management for held‑away retirement accounts. The firm’s investment process blends fundamental and technical analysis with quantitative models and computer‑based tools, applying a range of instruments such as equities, bonds, ETFs, options, index futures and other derivatives. Grass Capital monitors portfolio risk and implements asset allocation, option strategies, and opportunistic rebalancing to align investments with client objectives. What distinguishes Grass Capital from many peers is that it sponsors and manages a private long‑short equity quantitative directional hedge fund and serves pooled and institutional plan clients, while also operating traditional advisory accounts. The firm charges performance‑based fees for qualifying accounts and documents procedures intended to mitigate conflicts that arise from managing both incentive‑fee and standard AUM‑fee clients, and it provides ERISA/pension consulting and qualified plan services that are less common among similar independent advisers.

To learn more about the advisors currently working at Grass Capital 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.