The Difference - Creating Equality 

Equality has for centuries been identified as an integral human desire. Finally enjoy true equality in your investment solutions. What does that mean? If your assets are being managed by a broker/dealer or any non omnibus asset manager they have to handle transactions on a per client account basis. In theory each required change in portfolio holdings should be executed across client accounts with minimal gap, but the real world effect is that the biggest investors get preferred treatment and first mover advantages in every holdings change. This isn’t a big deal on typical market days but truly burnt many investors below the 10 million dollar invested asset threshold in 2009. Granted, highest net worth investors have the most exposure and represent the highest commissionable income for the Broker/Dealer but that doesn't deteriorate the needs or commitment to smaller investors.

Private Ownership

Being committed to the communities and clients and taking pride in the independence, objectivity and the thoughtful counsel and offering families and institutions that trust Grant Street Wealth Management with their net worth. The desire is to keep perpetual focus on this great legacy for generations two, three, four and beyond. This commitment to remain independent is unwavering, so you can rest assured future generations will have the same independent counsel you receive.

Independence

Great Street Wealth Management does not have any affiliations with banks, investment managers, broker/dealers or administrative service providers, affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest, nor do we sell mutual funds, insurance or other products. Grant Street has no products, only best-in-class counsel and the most prudent financial advice with a sole commitment to serve each client’s best interests.