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What is GRAND’s investment philosophy?

  1. Index investing: We know that investing in the market works. This is clear by the rise of index investing over the last several years. In fact, 82% of all actively managed funds have underperformed the market/indexes over the last 15 years. We eliminate manager risk and the egregious manager expenses that reduce the return on your money.
  2. Simple diversification: We expand the number of asset classes in your portfolio to reduce risk. Having the most appropriate asset allocation for your goal enables investors to capture market forces while reducing uncompensated risks.
  3. Smart indexing: We go a step beyond market capitalization based indexes by taking advantage of higher returns to small cap and value priced equities. Until recently smart index funds simply weren’t available, except to institutional investors. Today, though, it’s possible through a growing group of “smart” index funds and ETFs.
  4. Advanced allocation: We go a step beyond “naïve” diversification using a technique called “mean variance optimization.” It helps us determine the highest return for the least risk from any given group of asset classes. The result is risk-calibrated portfolios that work for you.
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Invest Forward, Inc. dba Grand is an SEC registered investment adviser. By using this website, you accept our Terms of Use and Privacy Policy. Grand's investment advisory services are available only to residents of the United States in jurisdictions where Grand is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. The content on this website is for informational purposes only and does not constitute a complete description of Grand's investment advisory services. Certain investments are not suitable for all investors and are not available to all Grand Clients. Before investing, consider your investment objectives and Grand's fees. Banking Services provided by BofI Federal Bank, Member FDIC. Brokerage services are provided to Grand Clients by FOLIOfn Investments, Inc, an SEC registered broker-dealer and member FINRA/SIPC.

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