Groesbeck Investment Management Corporation

Overview

Groesbeck Investment Management Corporation is an employee-owned, SEC-registered investment adviser based in Paramus, New Jersey. The firm specializes in equity portfolio management services for a diverse clientele, including endowments, foundations, pension plans, trusts, Taft-Hartley accounts, IRAs, and high-net-worth individuals. Established in 1993, Groesbeck has consistently provided investment performance comparable to the S&P 500 return through a disciplined, risk-sensitive process. The firm offers two distinct equity portfolio management strategies: Growth of Income and Growth. The Growth of Income strategy aims to provide a growing stream of current income and a total return exceeding the S&P 500, focusing on companies with faster-than-market earnings and dividend growth. The Growth strategy seeks to generate higher-than-market returns primarily through capital appreciation, selecting stocks with a minimum 10% annual earnings growth potential. Both strategies emphasize a disciplined investment process tailored to client objectives. Groesbeck Investment Management Corporation is registered in the states of Connecticut, New Jersey, and New York. The firm's fee structure is negotiable, with fees calculated as a percentage of total assets managed. Minimum account size for individually managed accounts is around $100,000, and account minimums for wrap programs vary by sponsor. The firm does not engage in performance-based fees or side-by-side management and has no disciplinary history. Clients are encouraged to vote their proxies, and the firm provides detailed account reviews and client referrals without separate fee arrangements. Groesbeck does not take custody of client funds or securities and maintains a fiduciary capacity when managing ERISA accounts.

Investment Focus

• Minimum account size of $100,000 for individually managed accounts