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Total: 25 results found.

Don't be Fooled by The January Barometer

Created on Wednesday, 20 January 2016. Posted in Main Content/Grecu Capital Management Blog

... attempts to time the market - getting out when they thought markets would go down or getting in when they thought markets would go up.  The key to investment success long-term is to stay invested ...

Benchmarks, Divergency and Volatility Impact

Created on Tuesday, 15 December 2015. Posted in Main Content/Grecu Capital Management Blog

...    = International Emerging Markets Stocks                       ICF  (purple)   = Real Estate Investment Trusts (REITs)   ...

Timely and Trusted Forecasts!??

Created on Wednesday, 05 March 2014. Posted in Main Content/Grecu Capital Management Blog

... to take note of the many authors who will soon have egg on their faces 12-months from now.  It's an exercise resulting in almost instant investment Schadenfreude.   Last January, ...

Barron's Cover - A Different Dimension

Created on Wednesday, 08 January 2014. Posted in Main Content/Grecu Capital Management Blog

Dimensional Fund Advisors (DFA) is getting a lot of attention these days!  This week's issue of Barron's has DFA on the cover and states "Using an investment strategy built around the pioneering ...

Nobel Prize Awarded to Eugene Fama

Created on Thursday, 24 October 2013. Posted in Main Content/Grecu Capital Management Blog

... Fund Advisors (DFA), the academic think-tank that has helped Grecu Capital Management develop and implement investment strategies for our clients for more than 10 years.   Beginning in the 1960s, ...

Who Has the Midas Touch?

Created on Thursday, 08 March 2012. Posted in Main Content/Grecu Capital Management Blog

With the price of gold hovering near its all-time high and the spectre of inflation leading to an increase in "gold-bugs" (gold owners), I am asked frequently why I don't believe gold is a good investment. ...

What is your investment minimum?

Created on Thursday, 04 August 2011. Posted in Main Content/faq

We are accepting new clients with a minimum of $1,000,000 to invest.

About Grecu Capital Management, Inc.

Created on Wednesday, 20 July 2011. Posted in Main Content/about

Founded in 2001, Grecu Capital Management, Inc. is an independent 100% fee-only wealth management firm providing investment management and financial planning for high net-worth individuals and families, ...

A Political Circus, Not a Financial Crisis

Created on Tuesday, 19 July 2011. Posted in Main Content/Grecu Capital Management Blog

... by a major investment bank that reviewed recent government proposals to address the nation's funding crisis. Titled "It Just Gets Worse," the report chided policymakers for actions that "look like a poor ...

Important Disclaimer

Created on Thursday, 30 June 2011. Posted in Main Content/main

Advisory Services are offered through Grecu Capital Management, Inc. (GCM).  GCM does not render or offer to render personalized investment advice or financial planning advice through this web site. Advice ...

Medical Professionals

Created on Thursday, 09 June 2011. Posted in Main Content/who we serve

...  However, investment advisors at the largest Wall Street brokerage firms work under such a conflicted setup.  They are employed by companies that have their own proprietary products and are paid based ...

Step 6

Created on Friday, 03 June 2011. Posted in Main Content/process

... through the Wealth Management Process which includes management of the clients investment portfolio.  Frequency of progress meetings is determined by mutual consent.  In no event will progress ...

Step 5

Created on Friday, 03 June 2011. Posted in Main Content/process

... as follows: First Progress Meeting - Review and implementation of Investment Policy Statement. Second Progress Meeting - Review of portfolio reporting.  Review and implementation of insurance ...

Step 4

Created on Friday, 03 June 2011. Posted in Main Content/process

Step 4: Plan Presentation Your Financial Plan and Wealth Management Assessment are delivered.  Recommendations are discussed and implementation steps are reviewed.  Investment philosophy ...

Step 2

Created on Friday, 03 June 2011. Posted in Main Content/process

Step 2: Information Gathering and Assessment At the second meeting, your financial documents (tax returns, investment and retirement plan statements, insurance policies, loan documents, wills, trust, ...

Is it mandatory to begin with financial planning services?

Created on Thursday, 02 June 2011. Posted in Main Content/faq

... holistic approach to your finances allows us to align your investment plan to what is important to you versus plugging your assets into a pre-set model portfolio.    ...

What is the difference between an RIA and a traditional stock broker?

Created on Thursday, 02 June 2011. Posted in Main Content/faq

The main difference is this: a Registered Investment Advisor (RIA) has a fiduciary responsibility to you — a Broker may not. A Registered Investment Advisor (RIA) has a fiduciary duty to place a client's ...

401(k) Retirement Plans

Created on Thursday, 02 June 2011. Posted in Main Content/services

... done on-site at your company and at your convenience, cover retirement planning, investment management and financial planning.  Our workshops are generally every six-months, but could be more frequent ...

Financial Planning

Created on Thursday, 02 June 2011. Posted in Main Content/services

... asset/ investment review an asset management proposal (synchronized with your financial plan) a tax situation evaluation an insurance coverage review an estate plan review  ...

Investment Management

Created on Thursday, 02 June 2011. Posted in Main Content/services

... providing them with the peace of mind that their financial  future is secure. Our investment philosophy is academically based and market proven.  If you have a serious mindset about the future of your ...