Welcome to Grassi Investment Management

Grassi provides investment management services for individuals, families, foundations and institutions. We understand that everyone has their own unique financial situation and we customize each portfolio to meet our client’s investment objectives regarding growth, income and volatility. We pride ourselves on selecting our own stocks and bonds for the investment portfolios and design portfolios that are invested in companies that we see as undervalued. We enjoy helping clients to establish goals for retirement and financial independence and working with clients to ensure success.

Grassi Investment Outlook

The broad move away from equities continued for a second week as investors focused on escalating risks in Syria, Afghanistan and North Korea. The S&P 500 Index fell 1.2%, marking the first back-to-back weekly declines since January.  Treasury yields also fell, the dollar was down and oil and gold prices rose.