Our Approach
Investment Policy
Asset Allocation
Manager Selection
Performance Reporting
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Grecu Capital Management performs extensive research on investment managers within each of our targeted asset classes, which allows us to quantitatively and qualitatively identify the best match for your investment goals. Because we are 100% fee-only and receive no compensation from any investment managers or custodians, our focus is always on client value. We at Grecu Capital Management are not financially motivated to promote a specific investment manager, broker dealer or custodian bank.
Through several different software packages and extensive independent research, Grecu Capital Management narrows its search to a select group of "best of breed" investment managers. Our database contains current and historical information on thousands of investment managers and their portfolios and, because we are unbiased, we recommend only those managers we believe will deliver the best after-fee and after-tax returns for the level of risk incurred.
Grecu Capital Management determines which of these qualified managers, by respective asset class, are most appropriate for our clients' needs, in accordance with their specific Investment Policy Statement. Factors such as risk tolerance, tax efficiency, purity of style, portfolio overlap, manager tenure, cash flow requirements and time horizon are all taken into consideration. To continually optimize your performance, Grecu Capital Management will closely monitor our manager performance and retain only those managers with consistent investment style that align with their investment mandate.
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