Grant Street Asset Management's advisors have four decades of proven experience in managing clients' investments to build and preserve wealth. We actively manage portfolios for individuals, families, businesses and their owners, physicians' groups and non-profit institutions and foundations. Our clients are located across the United States. We deliver strategic financial guidance beyond investment management to build partnerships with clients that have lasted decades.
Services
Kristen began her career in the investment management industry in 2000. She holds the Chartered Financial Analyst(R) designation and is a member of the Investment Committee. Kristen works with and manages investments for individuals, families, charitable foundations, small business owners and retirement plans.
We get the "big picture" when it comes to building and protecting wealth. How you invest over the long-term has a meaningful impact on your taxes and estate plan, your retirement, education funding, inheritance and charitable giving plans, and even on financing strategies for asset purchases throughout your life.
Long-term investing, strategic thinking and coordination across your financial professionals are necessary to achieve complex financial goals. Even the most successful business owners wonder if they are doing all the right things with respect to building and protecting their wealth.
Income uncertainty, liability protection, regulatory impacts, retirement planning and business and personal tax strategy are unique concerns for those risking it all to run their own business.To complicate matters, your schedule is demanding.
Income uncertainty, liability protection, regulatory impacts, retirement planning and business and personal tax strategy are unique concerns for those risking it all to run their own business.To complicate matters, your schedule is demanding.
There are many professionals that make up a client's trusted financial team. We are one member of that team, and we recognize the vital role that each professional has in serving a client's needs. We do not believe that one firm should be a "one-stop shop" for investments, insurance, tax strategy, and estate planning, but from the client's perspective, the experience should be seamless and coordinated.
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