Grealish Investment Counseling

Kent Grealish has served clients as a financial advisor for over three decades. Kent specializes in helping clients construct and manage personal investment portfolios and retirement accounts, working with clients to identify and reach their most important financial goals.

Using a written Investment Policy Statement that defines the client's overall strategy for managing investment decisions, Kent provides specific recommendations based on the client's objectives, risk tolerance and personal situation.Kent has regularly written financial articles beginning in 1983 with a regular column for the San Mateo Times (and continuing until the paper was sold in 1995).

To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework. Determine if the goals are realistic given available assets, projected savings and time horizon.

I describe my investment philosophy and strategy (Common Sense Investing), explain why identifying risks and expenses are so crucial and present examples of my work. I ask you questions and gather information about: your specific investment objectives; attitude toward risk, previous investment experience; when withdrawals are to begin, and other important information.

You fulfill the personal responsibility to yourself and your family to understand the investment strategy and retain control over the important policy decisions. At the end of the day investors are forced to rely on the advisor's integrity. Ultimately the value of every other important element of your relationship flows from trustworthiness.