A complete list of active advisors currently associated with Grimaldi Investment Services, LLC
Warmer can help you find a great advisor at Grimaldi Investment Services, LLC or one who fits your needs even better.
The firm provides discretionary investment management for individual investors and a range of account types including IRAs, trusts, estates, nonprofit corporations, and corporate accounts. It also manages pension and profit‑sharing plans and other institutional‑style accounts, a service offering that is uncommon for independent advisors of this size. Investment decisions begin with an economic analysis and employ an eclectic approach with an emphasis on value and contrarian styles, using proprietary fundamental models and screens alongside technical analysis to build portfolios of listed securities. Portfolios are created from a client questionnaire and interview, are individually managed, held at an independent custodian, and trading is sometimes aggregated for execution. The advisor has operated the firm since 1991 and brings a long tenure and formal training in business and economics, supporting the use of proprietary research tools in portfolio construction; the firm manages roughly $14.9 million across a small client base. Operationally, the firm uses a discount custodian, provides written quarterly account statements, does not vote client proxies (clients receive proxy materials directly), and does not charge performance‑based fees.
To learn more about the advisors currently working at Grimaldi Investment Services, 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 |
|---|---|---|
Yorktown, IN
| 34
|
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