Groesbeck Investment Management Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$43,632,134
Clients
29
Advisors
2
across 2 offices
About
Groesbeck Investment Management Corp provides discretionary equity portfolio management to a mix of institutional and individual clients, including endowments, foundations, pension plans, trusts, IRAs, and high‑net‑worth and individual investors. The firm manages separate account strategies and also serves as a portfolio manager in sponsored wrap/overlay programs where it provides investment management while the sponsor handles custody and trading.
The firm’s investment process is bottom‑up and offers two primary strategies: a dividend‑focused Growth of Income approach that seeks companies that increase dividends annually, and a Growth strategy targeting companies with above‑average earnings growth. Portfolios are typically concentrated (about 25–35 holdings), use strict valuation and sell disciplines, and aim for modest turnover (roughly 25% per year) to control transaction costs and tax impact.
Noteworthy differentiators include the firm’s explicit presentation of historical investment performance in its disclosures and its participation in third‑party wrap fee programs as a sponsored portfolio manager—both features that are uncommon among peers. The adviser is employee‑owned, emphasizes a long‑standing dividend growth philosophy developed over decades, and recently completed an internal ownership transition disclosed in its brochure.
Client services
Expertise
Fee options
$0 - $10,000,000: 1% per annum $10,000,001 - $30,000,000: 0.75% per annum $30,000,001 - $50,000,000: 0.625% per annum $50,000,001+: 0.50% per annum
Account minimum: $100,000
Main office
See office139 Harristown Rd, Suite 101C
Glen Rock NJ 07452
Advisors at this office
1
Offices (2)
Most active in
Connecticut · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert G
CFA®
Glen Rock, NJ
Groesbeck Investment Management Corp
Robert Groesbeck is a CFA® charterholder and principal at Groesbeck Investment Management Corp, where he has worked for over 33 years. He has 12 years of industry experience and is based in Glen Rock, NJ. Groesbeck Investment Management Corp provides discretionary equity portfolio management to institutional and individual clients, employing a bottom-up investment process with focused dividend growth and earnings growth strategies. The firm manages concentrated portfolios with disciplined valuation criteria and participates in third-party wrap programs as a sponsored portfolio manager.
Theodore G
CFA®, Series 63, Series 65
Paramus, NJ
Groesbeck Investment Management Corp
Theodore Groesbeck is a CFA® charterholder with 11 years of industry experience. He has been with Groesbeck Investment Management Corp since 1999. Groesbeck Investment Management Corp is an employee-owned investment adviser that provides discretionary equity portfolio management to high net worth individuals, trusts, endowments, pension plans, and IRAs. The firm focuses on two primary equity strategies—Growth of Income and Growth—using a bottom-up research process emphasizing dividend-growth potential and above-average earnings prospects.
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