our mission

We strive to help individuals and families exceed their financial goals sooner and ultimately design their ideal lifestyle.

Transparency

Our investors have full access to their account and related investments in real-time.

Exceptional Client Service

We take our clients financial and lifestyle goals as seriously as we take our own. We treat our investors as an extension of our family.

Win-Win Partnerships

We embrace win-win partnerships with professionals who share our values and attention to client needs.

Ethical Investing

We do not invest in tobacco or firearm companies and prioritize companies whose policies align with our earth, humanity, and equality forward beliefs.

Community

We foster and promote a community of investors and partners.

Transparency

Our investors have full access to their account and related investments in real-time.

Exceptional Client Service

We take our clients financial and lifestyle goals as seriously as we take our own. We treat our investors as an extension of our family.

Win-Win Partnerships

We embrace win-win partnerships with professionals who share our values and attention to client needs.

Ethical Investing

We do not invest in tobacco or firearm companies and prioritize companies who ESG policies align with our earth, humanity, and equality forward beliefs.

Community

We foster and promote a community of investors and partners.

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Sustainable Investing

Sustainable Investing
  • Company diversity, equity, & inclusion
  • Companies saving the world
  • Companies doing their part
  • Innovation trends and examples
  • The future of sustainable investing

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  • Marketplace observations, investment trends, & global
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  • Grinnell Capital performance

GRINNELL CAPITAL

Women

GRINNELL CAPITAL Women
  • The facts about women investors
  • Goal inclination & goal setting
  • Working with your partner
  • Working with a financial planner or firm
  • Money mindset
  • Upcoming educational events

Next Level Investing

Next Level Investing
  • Alternative investment options
  • How to diversify effectively
  • Stock investing for growth
  • Risk management & downside protection
  • Tax friendly investing
  • Cryptocurrency & more hot topics

Fundamentals of Investing

Fundamentals of Investing
  • Why invest?
  • Types of investments
  • Who to hire and what they do
  • Investing entities – pros and cons
  • Options for allocating your money
  • Diversification overview