Welcome
Grecu Capital Management
Jerrold A. Grecu CFA
Why Select A CFA Charterholder?


Founded in 2001, Grecu Capital Management is an independent wealth management firm providing investment management and financial planning for high net worth individuals and families, retirees, business owners and executives. We focus on achieving competitive long-term investment returns while controlling risk. The firm is fee-only with no commission compensation.  We are independent and unbiased and sell no proprietary products. 

The firm maintains strategic partnerships with Dimensional Fund Advisors Inc. and other research centers.  Board members and consultants involved in this strategic partnership include some of the world’s most distinguished academic theorists, including Eugene Fama, Kenneth French, Roger Ibbotson, Donald Keim, Nobel laureate Robert Merton (1997) and Nobel laureate Myron Scholes (1997). Drawing on these unparalleled resources, we develop investment strategies for clients incorporating the most advanced portfolio theory that science has to offer.

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