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Investment Strategies

 

Grant Investment Group Asset Allocation Strategies

Grant Investment Group utilizes five common Asset Allocation Strategies: Aggressive Growth, Growth, Balanced, Conservative and Short Term. The following five common strategies are listed from the most aggressive to the most conservative.

See our Investment Strategies

  • Aggressive Growth: Seeks aggressive growth and can tolerate wide fluctuations in market values, especially over the short term.
  • Growth: Provides growth and can withstand significant fluctuations in market value.
  • Balanced: Seeks the potential for capital appreciation and some growth and can withstand moderate fluctuations in market value.
  • Conservative: Seeks to minimize fluctuations in market values by taking an income-orienting approach with some potential for capital appreciation.
  • Short Term: Seeks to preserve capital but provides the lowest returns in exchange for price stability.