Registered Investment Advisor
Institutional Investors
Our expertise relies on our ability to pick profitable investments for our clients. We offer you institutional stock selection. We understand everyone's situation, goals, and objectives are different. That's why we offer tailored investment solutions that best meet your needs.
We have developed a disciplined and repeatable process that combines deep and solid research with timeliness.
The numbers.
100+
Years of Combined Experience
25+
Industry Awards
$1.5M+
Avg. Portfolio Size
~13.7%
Average Annual Return*
What we offer.
Our solutions are custom-made for each of our clients. Portfolios are constructed based on your needs for growth, income and capital preservation.
Growth and Income
Growth-oriented companies along with 20% cash or income generating securities
Growth
Growing companies and larger dividend paying stocks that are continuing to grow earnings.
Aggressive Growth
Companies that are growing significantly faster than the underlying economy.
Our team.
GROW Funds's success comes from its people.
Founder/Portfolio Manager
Founder
Managing Director of Sales and Clients Service
Research Analyst
*Average Return based on the annualized return of the aggressive growth portfolio since inception. Subject to change. Additional information is available upon request. Past performance does not guarantee future returns.