Our Approach
Investment Policy
Asset Allocation
Manager Selection
Performance Reporting



Grecu Capital Management believes that the asset allocation decision is the most important factor in achieving successful investment results.  That's why we are strong supporters of diversification, allocating your investments across multiple asset classes. We do not believe in market timing. Historical results show time and again that few-if any-investors can predict market performance with enough consistency to make it a profitable endeavor. Grecu Capital Management, therefore, adheres to a disciplined strategy of diversified asset allocation based on the sound academic research of Nobel Prize winning economists.

Grecu Capital Management utilizes state-of-the-art asset allocation, portfolio optimization and risk management software. These analytical tools help us in determining the most appropriate portfolio mix for your investment objectives.   

We perform ongoing research in the following asset classes:

  • U.S. large company stocks
  • U.S. large company value stocks
  • U.S. small company stocks
  • U.S. micro-cap stocks
  • U.S. small company value stocks
  • Real Estate Investment Trusts (REITs)
  • Technology
  • Foreign large company stocks
  • Foreign large company value stocks
  • Foreign small company stocks
  • Foreign small company value stocks
  • Emerging market stocks
  • U.S. High Quality Short-Intermediate Term Bonds
  • U.S. and California Municipal Short and Intermediate Term Bonds
  • U.S. High Yield Bonds
  • Foreign Bonds – Hedged
  • Foreign Bonds – Un-hedged

 

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