Founded by Tony Grassi, Grassi Investment Management is a fully-independent investment management firm registered with the U.S. Securities and Exchange Commission. The company operates on a fee-only basis, ensuring that its interests are aligned with its clients'. Its core mission is to manage clients' assets with a focus on long-term growth and capital preservation through customized, disciplined, and tax-efficient investment strategies. They serve a diverse clientele including high-net-worth individuals, families, trusts, foundations, and corporate retirement plans.

Founded in

United States