GRASSI INVESTMENT MANAGEMENT

Grassi Investment Management, LLC is a family owned, SEC Registered Investment Advisor that specializes in constructing and managing investment portfolios to meet the needs of conservative, long-term investors. We believe that trust and communication are of paramount importance in building a lasting relationship with our clients... Grassi Investment Management was founded in 1984 and was affiliated with a major securities firm. In 2000, Grassi Investment Management became Grassi Investment Management, LLC which continues today as an independent advisory firm that serves both institutional and high net-worth individuals. As a family owned company, we put a premium on client services and consider many of our clients close personal friends... Grassi provides investment management services for individuals, families, foundations and institutions. We understand that everyone has their own unique financial situation and we customize each portfolio to meet our client's investment objectives..

Also known as: GRASSI INVESTMENT MANAGEMENT, LLC

Primary location: Santa Clara United States