wrapp this content in
GROESBECK INVESTMENT MANAGEMENT CORP
Groesbeck Investment Management Corp is a financial management firm that specializes in helping clients reach their financial goals and achieve long-term financial security. With a team of experienced and knowledgeable advisors, the company provides expert guidance and personalized solutions to individuals, families, and businesses across the country.
How does the advisor help clients – Key Takeaways:
1. Comprehensive Financial Planning: Groesbeck Investment Management Corp works closely with each client to understand their unique financial situation and goals. Based on this information, the advisors create customized financial plans that help clients make sound financial decisions and achieve their objectives.
2. Wealth Management: The firm provides a range of wealth management services, including investment management, retirement planning, tax planning, and estate planning. These services are designed to help clients build and preserve their wealth for the long term.
3. Risk Management: Groesbeck Investment Management Corp helps clients mitigate risks and protect their assets through various strategies, such as insurance planning, asset protection, and asset allocation.
Facts and Insights
Assets Under Management: As of December 2021, Groesbeck Investment Management Corp has over $500 million in assets under management.
Number of Advisors: The firm has a team of 10 experienced advisors who are dedicated to providing exceptional financial advice and services to clients.
Time in Business: Groesbeck Investment Management Corp was founded in 1998 and has been in business for over 23 years. This demonstrates the firm’s longevity and stability in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2021 | 500,000,000 | 10 |
| 2020 | 468,000,000 | 9 |
| 2019 | 450,000,000 | 8 |
Financial Services Offered
Groesbeck Investment Management Corp offers a wide range of financial services to help clients achieve their financial goals. These services include:
1. Investment Management: The firm provides comprehensive investment management services, including asset allocation, portfolio construction, and risk management to help clients grow and protect their wealth.
2. Retirement Planning: The advisors at Groesbeck Investment Management Corp help clients plan for a comfortable retirement by creating a personalized retirement plan that considers factors such as income, expenses, and desired retirement lifestyle.
3. Tax Planning: The firm offers tax planning strategies that help clients minimize their tax liabilities and maximize their after-tax income.
4. Estate Planning: Groesbeck Investment Management Corp helps clients plan for the transfer of their assets to their loved ones and charities through effective estate planning strategies.
Client Types
Groesbeck Investment Management Corp works with a diverse range of clients, including individuals, families, high-net-worth individuals, and businesses. The firm’s advisors have the experience and expertise to provide personalized financial solutions to clients from different backgrounds and financial situations.
Fees & Compensation
Groesbeck Investment Management Corp charges fees based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients. The fees may vary depending on the services provided and the complexity of the client’s financial situation.
Background
Groesbeck Investment Management Corp was founded in 1998 by Bill Groesbeck, a seasoned financial advisor with over 30 years of experience in the industry. The firm has a team of experienced advisors who have a deep understanding of financial markets and are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Groes