About Us

Grand Capital is a privately owned firm guided by the philosophy of total commitment to the client. Our clients’ interests always come first. Our experience has been that if we serve our clients well, our own success will follow. Grand Capital prides itself on the longstanding relationships that have been developed and maintained through honesty, hard work, and dedication to our clients’ needs. Our commitment to providing highly personalized service is the foundation for our consistent growth.

Grand Capital provides financial services to high net worth individual and institutional investors, corporations, associations, endowments, foundations, and pension plans throughout the United States and abroad.

Grand Capital services include: investments, financial planning, investment banking, and asset management. We are an independent investment firm and do not offer proprietary products. This enables us to recommend the investment that's right for you.

The Grand Capital Commitment
To achieve the financial goals and facilitate the long-term accumulation of wealth for our clients, Grand Capital and your financial advisor will be there with you every step of the way. We will continue to analyze and evaluate your changing financial situation and goals. And, when it's time to determine the best way to pass on your assets to the next generation, we'll be there for you and your heirs.

Business Principles
Grand Capital is driven by a commitment to independence, excellence and diligence to provide:
• Solid, unbiased advice
• The highest level of integrity
• Exceptional customer service

Our assets are our people, capital and reputation. If any of these are ever diminished, the latter is the most difficult to restore. We are dedicated to complying fully with the letter and spirit of the laws, rules and ethical principles that govern us. Our continued success depends upon unswerving adherence to this standard.

We stress creativity and imagination in everything we do. While recognizing that the old way may still be the best way, we constantly strive to find a better solution to a client's needs.

We constantly strive to anticipate the rapidly changing needs of our clients and to develop new solutions to meet those needs. We know that the world of finance will not stand still and that complacency can lead to extinction.

Integrity and honesty are at the heart of our business. We expect our people to maintain high ethical standards in everything they do. We have no room for those who put their personal interests ahead of the interests of the firm and its clients.

Client Satisfaction
At Grand Capital, it is our goal to attain the highest possible level of client satisfaction in the financial services industry. Whether your goal is financial security or a comfortable retirement, Grand Capital can help you achieve it—with strong technological support, and experienced and dedicated personnel. Every year, the majority of our new accounts are referrals from existing clients. We believe this is the strongest recommendation.

Grand Capital—Sharing your destination