Grand Capital Advisors
Financial Services - Grand Blanc, MI, US
Grand Capital Advisors Employees
Grand Capital Advisors Details
Grand Capital Advisors is a 100% fee-only Registered Investment Advisor (RIA) located in Grand Blanc, Michigan. We bring decades of experience to aid you with the multitude of financial planning and investment management issues that you are faced with. While we focus on those that are nearing retirement or currently in retirement, we can provide guidance to just about any situation. In the end, we are able to provide you with the direction, clarity and peace mind that your finances are in the best shape possible.Grand Capital Advisors brings the flexibility and nimbleness of a small firm with the capabilities and offerings of large firms. We work with global firms such as DFA, Vanguard and Blackrock to help us build client portfolio based on our evidence-based investment philosophy. Our core values, based on the Golden Rule of always treating others the way we would like to be treated, guides how we work with and provide advice to our clients.We help clients with:• Goal setting• Investment policy statement creation• Investment management• Retirement planning (accumulation and distribution)• Education planning• Balance sheet management
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