Why Grefe Capital Management?
We believe partnering with Grefe Capital Management allows you to:
- Spend more time on other activities with the knowledge that your assets are being professionally monitored and managed
- Enjoy a portfolio individually tailored to your needs, not one designed for the mass market
- Have confidence and trust that your assets are being professionally managed and monitored
- Access resources of a large, multinational financial services organization
- Receive investment advice free of inherent conflicts of interest
We can design and implement a custom investment policy that considers your needs, your goals, your experience and your risk tolerance.
We can provide accurate and timely reporting of all investment activity and updates on the investment outlook as it relates to your accounts.
Our Committment To You
- High-touch client service
- Personal dedication to quality
- Customized solutions
- Effective communication
- Total privacy
- Objectivity
- Reviews and performance reporting