GR Financial Group offers investment management on a discretionary basis, meaning they make trades without asking permission first. They create investment plans based on your goals, risk tolerance, and financial situation. They primarily use mutual funds and exchange traded funds (ETFs), but may also use equities, fixed income, and other investments. GR Financial also provides a complimentary general financial plan to summarize your financial needs and suggest steps to achieve your goals.
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |