Grant Street Asset Management INC

Grant Street Asset Management offers continuous investment portfolio management and financial planning services. Through personal discussions, Grant Street Asset Management develops customized investment strategies based on each client's goals, time horizon, risk tolerance, and liquidity needs. The firm manages portfolios on a discretionary basis, meaning they make trades on behalf of the client without needing prior approval for each individual transaction. In addition to managing traditional brokerage accounts, Grant Street Asset Management can also manage outside retirement accounts like 401(k) plans without taking custody of those funds. The firm's investment approach relies on asset allocation, mutual fund and exchange-traded fund analysis, fundamental analysis, quantitative analysis, qualitative analysis, and technical analysis. Grant Street Asset Management also offers standalone financial planning services covering areas such as investment planning, insurance, taxes, retirement, and education.