Asset Management

Portfolio evaluation, alternatives, financial modeling

Passing time often accompanies changing personal priorities, investment objectives and people’s portfolios.  It’s not uncommon for people with steady investment history to increase their portfolio size by 10 times over a decade. At this rate, the investment perspective used in year 1 is probably different than the way you want to assess things in year 10.

Kevin Grossman has a background in real estate financial analysis with which he provides clients tools to review their real estate assets, compare what they have with what they’d like to have and develop pragmatic plans to get from where they are to where they want to be. By looking first to the client’s perspective and goals, Kevin tailors the analysis to provide the most useful information on the market, alternatives and comparison of options for the client. Working with market options, financial characteristics, risk and personal inclinations and perspectives of the client, Kevin helps clients clarify next steps to a portfolio evolving to best meet the clients changing needs.

The process often involves family and business interests, and the respective personalities, differing objectives and respective accountants and attorneys. Kevin’s experience at active listening, mediation, negotiation along with his financial and ownership structure technical skills allows him to help clients meet the “soft” objectives in pragmatic ways going forward.

Meaningful asset management blends the personal needs, financial options, market situations and investor perspective to provide a picture of the current situation. It provides a selection of paths going forward with the tools to assess both objective and subjective qualities of the alternatives, helping clients make informed decisions for going forward.

For more information on using Grossman Services for your asset management needs, please call or email Kevin at 206.730.5567 or kevin@kevingrossman.com