Grant GrossMendelsohn, LLC
Overview
Grant GrossMendelsohn, LLC is a private investment firm based in Baltimore, Maryland, offering a range of investment advisory services tailored to meet the unique needs of each client. Their services include establishing investment objectives, ongoing asset management, portfolio analysis, and coordination with clients' legal, accounting, tax, and other advisors. They also advise employee benefit plan sponsors on structure, model allocations, and investment vehicles, provide asset allocation advice, analyze risk exposures, and offer ongoing availability for questions on investment markets and strategies. The firm's investment strategy focuses on identifying a balance of risks and rewards suitable for each client, emphasizing that higher returns involve higher risks. They provide discretionary comprehensive portfolio management and non-discretionary investment advising, ensuring that each client's needs, constraints, preferences, and goals are addressed individually. With a commitment to acting in the best interests of their clients, Grant GrossMendelsohn, LLC operates as a fee-only advisor, meaning they do not accept commissions, kickbacks, or any other incentives for the investment products they select. This fiduciary approach ensures that clients receive objective guidance and a superior client experience.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Grant GrossMendelsohn, LLC
What sectors does Grant GrossMendelsohn, LLC invest in?
Grant GrossMendelsohn, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Maryland, United States. Grant GrossMendelsohn, LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Grant GrossMendelsohn, LLC invest at?
Grant GrossMendelsohn, LLC backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Grant GrossMendelsohn, LLC invest in?
Grant GrossMendelsohn, LLC invests across United States.
What companies has Grant GrossMendelsohn, LLC invested in?
Grant GrossMendelsohn, LLC's portfolio includes Acme Paper & Supply Co., Kent Island Mechanical, The Nakupuna Companies, BSC America, Beitzell Fence Company, Valley View Farms, Maryland Science Center and Key Investment Group.
Last updated · Source: ConnectSafely investor database