Grand Street Capital Management offers various investment solutions to help its clients achieve their goals and objectives.  We offer our Mid-Cap Value equity strategy, and three asset allocation strategies (Aggressive, Moderate, and Conservative) to respond to client needs.

The objective of the Mid-Cap Value Equity strategy is to create a diversified portfolio of stocks that would provide our clients with stable returns from the
stock’s price appreciation and stable dividends. This strategy allows our clients to participate in the general growth of the domestic equity markets while
minimizing various risk factors associated with the volatility of common stocks. The stocks in this strategy exhibit characteristics typical of value equities
such as low price to book value, low P/E ratios, and higher dividends. Market capitalizations typically average from $1 billion to $10 billion.

Our Fixed Income strategy is based on our philosophy of preservation of principal, consistent income, high liquidity, and low volatility. We utilize high-grade corporate bonds, treasury bonds, government-backed agency bonds, TIPS, municipal bonds and fixed income mutual funds. We consider interest rates, yield curves, cash flow, credit quality, and liquidity when assessing the risk of the fixed income investment