What We Do
The basis of Grange Capital’s client relationships begins by establishing a strong sense of trust and a meaningful, long-term partnership. We develop an in-depth understanding of each client’s unique circumstances, goals, tolerance for risk and past investment experiences. This enables Grange to craft customized investment portfolios as well as help plan for life’s major milestones, opportunities & challenges such as retirement, education planning, inheritance, real estate transactions, divorce, charitable giving and passing your wealth on to future generations.
Let Grange Capital help build your wealth, preserve your lifestyle & plan for your legacy!
Grange develops diversified portfolios using both active management and passive investments. Portfolios are comprised of individual stocks, bonds, mutual funds, ETF’s, indexes and private real estate. Our goal is to maximize return at the appropriate financial and emotional risk level for each client while minimizing your tax burden.
Our wealth management service is an ongoing process. As a client’s life and financial circumstances change, your portfolio will evolve along with you. Grange is proactively monitoring your portfolio and market activities as well as refining our investment thesis. We complement our overall strategies with rebalancing to harvest gains where appropriate while adding to areas that are undervalued. We are always looking for new investment opportunities and employ tactical changes to take advantage of mispricing in the markets.
Diversified portfolios that evolve to support your changing goals.
Client Experience
And wouldn’t it be refreshing if your investment advisor actually explained what was happening in the economy, the stock markets and your portfolio in a way that was straight forward and easy to understand? Well that’s exactly what we do at Grange Capital.
We’ve found that each client has a unique level of detail and data that they expect regarding their investments. And you get to establish the level of information that feels comfortable to you. It’s Grange’s belief that clients deserve to understand exactly what’s happening in their portfolio and our ongoing process of educating clients is crucial to our partnership. It’s what helps an investor to embrace the idea of proactively looking for opportunity at times when markets feel the most challenging.
Extensive client communication is also a key component of the Grange service. You’ll hear from us frequently along with multiple meetings throughout the year.
Expect a very different approach from the team at Grange.
Who We Serve
Grange specializes in working with successful professionals, physicians, business owners, entrepreneurs, families and individuals. Our clients are located nationwide, and we are often working with multiple generations.
Our clients tend to be very active people. They have demanding work and personal lives. They are dedicated to their careers, caring for loved ones (both younger and older), traveling and pursuing their passions. Our typical client has limited free time and likes to spend it doing what they enjoy most rather than focusing on managing an investment portfolio themselves.
Because we understand how busy your life can be, Grange is flexible and will work around your schedule. Meetings can be held at our offices, a location of your choosing or even virtually. We’re available during normal business hours or after hours to accommodate you.
Spend your time exploring life!
Grange Services Include:
Investment Management
Financial & Retirement Planning
Estate Planning
Solving Life’s Complex Challenges