​​​​What We Do

BEFORE INVESTING YOU SHOULD CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES.

The ​Gripman Absolute Value Balanced ​strategy was started to provide a ballast to any investment portfolio.  Regardless of an Investor's portfolio strategy or chosen asset mix our goal is to help provide stability to client returns.  We look to take advantage of what we see as an increase in investment oportunities due to the rise of index funds and passive management.  We feel that this can only be accomplished by allocating capital to the best ideas between equity and fixed income assets.  Though we have closed the GAVBX fund, we are still offering our balanced strategy through separately managed accounts.  Please give us a call to discuss how we can invest money for you!