Grefe Capital Management of Raymond James & Associates, Inc. is focused on our clients and supporting their financial success. With over $150 million in assets under management, we provide exclusive private portfolio management to individuals, families, foundations and organizations that embrace our investment philosophy and appreciate our strategic approach to protecting and growing client assets.
Our custom approach to private investment management is based on each individual client’s goals, parameters for risk, cash flow and time horizon. We use individual securities to control risk and portfolio composition. We avoid “packaged” investment products for high-wealth investors due to the products embedded in them, high cost, fully-invested mandates and lack of flexibility.
We also believe in providing more sophisticated solutions for our high-wealth clients, as their situations are more complex and involved. Please take some time to navigate through our website to take advantage of the many resources available to you. If you are a client, we would appreciate any feedback. If you are new to Grefe Capital Management and are interested in learning more, please contact us. We look forward to being a partner on your journey to financial independence.
*The experiences described herein may not be representative of the experiences of all of our clients. Furthermore, the results obtained may not be indicative of the future experiences which may be obtained by any of our clients
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
