We also focus on liquidity in an attempt to make sure that if the economy hits a rough patch that a company will be around to continue to grow once the economy improves. This also applies at the security level where we look to minimize the potential for capital loss.
Each security is converted to an expected cash flow yield and cash flows are subjected to various macro scenarios to determine potential volatility.
Tim is the Chief Executive Officer and Portfolio Manager for Gripman Investment Advisors. Tim is a founding partner who helped create this firm after serving more than 10 years with J.P. Morgan Asset Management. Some key skills that he has developed during his career include the following:
Brian is the Chief Operating Officer and Chief Compliance Officer for Gripman Investment Advisors. Brian is a founding partner who helped create this firm after serving more than 25 years with J.P. Morgan Chase. Some of the key roles that he had during his career include the following:
After long and successful careers at J.P. Morgan, Tim Bond and Brian Bookheimer were interested in some new and exciting opportunities and have found that with the establishment of Gripman Investment Advisors. Tim and Brian enjoyed a combined 35 years of experience working at J.P. Morgan, where Tim served as a long-time Analyst/Sector Portfolio Manager for one of their largest and most successful flagship funds. With the unique challenges that the markets present to investors today, however, they wanted to create a product that could help investment advisors better meet those challenges for their clients. They are pleased at being able to leverage their success within Investment Management at J.P. Morgan with the establishment of this firm.