Services
Boutique Management
At Grandhaven Inc., we aim to be different. It’s important to us that people have access to personalized and responsive wealth management services. Our clients come to us because they want to connect directly with their portfolio manager, make customized investments, and achieve results. This is why we only refer our clients to trusted portfolio managers who provide this high level of service.
Why Boutique Investment Management Works
Direct Client/Portfolio Manager Relationship
You build a relationship directly with the investment manager who manages your portfolio.
This contrasts with cookie-cutter services offered by financial advisors in banks and large firms, where you never actually meet your fund manager, or your fund manager may not be the same person year after year.
Responsible Investing
We connect you with fund managers who listen to your goals and values to help you find the investment options best suited for you. If you’re investing over the short term, your fund manager will help you minimize the risk to your investment by taking a passive investment approach. This approach helps you invest in high-value strategies for higher growth potential over a shorter period.
Passive Core Index Approach
A long-term strategy always helps you achieve your financial goals more effectively. We recommend our clients to fund managers that use a passive core index approach because passive management lowers management fees and provides greater diversification of funds. It’s also tax-efficient and reduces the risk for you, the investor.
Lower Fees
The passive approach reduces the number of active trades, significantly lowering your costs and fees. Boutique management puts you directly in touch with your fund manager for a more personal, consistent financial relationship. With in-house advisors available to explain your financial situation, you have superior service for a lower cost.
Tell Us What You Want to Achieve
Are you saving for a vacation, home upgrades, retirement, or want to build your legacy? Tell us what you want to achieve, and we’ll connect you with an investment portfolio manager who will help you reach your goals with personalized service and consistent communication.
Contact Us
At Grandhaven Inc., we know the high value of professional and personalized private investment services, which is why we refer our clients to financial experts that align with these values.