Recognizing each of our clients have unique objectives regarding investment growth, income, and liquidity, our process begins by learning your personal story. Then, in addition to exploring your financial goals and aspirations, we make sure to understand the values most important to you and your family. Working off these data points, we build a detailed analysis which serves as the foundation for our investment recommendations.
The Graff Grossman Group prides itself on developing and implementing sophisticated strategies which we tailor to each client. As such, while building diversified, high-conviction portfolios, we consider investments as well as estate and income tax planning.
Our portfolio construction methodology allows us to customize a strategic asset allocation for your individual needs while maintaining the ability to tactically overweight sectors based on an evolving macroeconomic environment. We utilize a statistically logical mix of both active and passive instruments, always maintaining the proper diversification in line with our firm views and your individual risk tolerance.
As economic and market conditions change, your goals and needs may evolve. Continuous review and evaluation are critical to any well-constructed plan. Portfolio monitoring allows us to rebalance allocations and remain flexible.
Backed by an industry leader, we are pleased to provide you with direct access to the full resources of J.P. Morgan—the extensive research and a world-class suite of products and services available through the global financial capabilities of the firm.