Our dedication to providing the best possible personalized service helps to ensure that client relationships will be characterized by their positive and enduring nature. The focus of our company is to continually build and improve upon the infrastructure of our firm in an effort to deliver an ever increasing depth and quality of service. We take great pride in the fact that our business has evolved over the years into primarily a referral based business, and it is the endorsement of satisfied clients and their professional advisors (accountants, attorneys, etc.) that are responsible for virtually all new client referrals.

The real value added by Grimes & Company is active portfolio management. Unlike many firms, we do not outsource the money management functions of our business. Research is performed internally using proprietary valuation models and company rating systems. Portfolios are custom built and intensively managed based on the specific needs and goals of the individual client. Client portfolios are structured with a core allocation to high quality domestic and multinational equities and investment grade bonds as appropriate. Tactical allocations to opportunistic asset classes are deployed depending upon the specific objectives of the client, the prevailing investment climate, and other global macro conditions.

Grimes & Company does not custody client assets. Since our firm is completely independent and not part of any larger broker affiliation, we can manage client assets on virtually any custody platform. Our primary custody relationships are Fidelity Investments, Charles Schwab Institutional and TD Ameritrade.