CLIENT EXPERIENCE

NEVER GIVE THE CLIENT AN ASSIGNMENT

What is our Philosophy from Day One?

"Never give the client an assignment." This guiding principle, established by Grant Street Asset Management founder Michael Evans from the very beginning, continues to define the way we work. Our job is to take the weight off your shoulders—so you can focus on what matters most.

A Collaborative Approach

We believe in seamless coordination. Behind the scenes, we regularly work with your trusted advisors—CPAs, attorneys, and other professionals—to ensure every financial decision aligns with the bigger picture. It’s about doing the work with you and for you, not adding to your to-do list.

Focused Expertise

We specialize in serving individuals and organizations with complex financial needs, including:

Multigeneration Families
Physicians
Business Owners
Institutions
Divorced or Widowed Spouses

Wealth Management

Legacy of Growth

Our company was built on enduring core values that guide everything we do. For decades, we’ve been helping clients grow their wealth, build family legacies, and achieve financial security for future generations. We focus on lasting partnerships and long-term strategies, not just short-term results, because we believe growth should span decades and generations.

At Grant Street Asset Management, we take a collaborative approach to wealth management, working with your financial professionals to address the bigger picture. Your investment strategy is a cornerstone that influences critical areas like taxes, estate planning, retirement, education funding, inheritance, and charitable giving.

Every client’s journey is unique, which is why we craft individualized strategies tailored to your specific financial goals. When needed, we connect you with trusted professionals to ensure every piece of your financial plan aligns seamlessly with your legacy.

Wealth Mangement

Institutions, Endowments and Foundations

Managing with Your Mission in Mind

You want to focus on your mission and have peace of mind that your investments are safe and managed well. You’ll have peace of mind because we manage with your mission in mind.

To grow institutional assets successfully, a written investment policy and risk-managed strategies are essential.

Non-profit and foundation boards have a fiduciary duty to manage assets prudently, often facing challenges such as:

Defining the purpose of accumulated assets and guidelines for withdrawals.

Determining how much risk is prudent to achieve returns.

Assessing whether returns justify the risks taken.

Establishing a long-term strategy that remains effective despite leadership or investment manager changes.

We help boards draft investment policies that address these questions, guiding decisions, ensuring consistent performance reporting, and preventing excessive risk-taking. In addition, we manage custom portfolios, provide tailored reporting, and act as strategists for lending arrangements.

With over 20 years of trusted partnerships, we understand the vital role these assets play in supporting an organization’s mission and future success.

Foundations & Non-Profits

Business Owners

A Growth Partnership

At Grant Street Asset Management, we treat your business with the same care and commitment as if it were our own. As a family-run firm, we understand the unique values, visions, and aspirations behind every business. Whether you’re managing a small, family-owned enterprise or a larger operation, we provide a personalized approach that preserves your legacy, celebrates your achievements, and helps your business thrive for generations to come.

Your growth story is more than a transaction—it’s a partnership. With decades of experience guiding businesses across the region, we understand the ambitions and challenges of growth-driven companies. We collaborate with you to develop strategies tailored to your goals, ensuring your business’s financial health aligns with your broader vision. Whether you’re planning for expansion, navigating wealth transitions, or preparing for future generations, our deep expertise and unwavering commitment help position your business for long-term success.

Small Business & Physician Practices

CPAS & Attorneys

All 3 Parties End Up Better Off

At the heart of effective wealth management is collaboration—ensuring the client, their financial professionals, and our team all work seamlessly together for the best outcomes. We recognize the vital roles each professional plays in serving a client’s needs and believe that no single firm should act as a “one-stop shop” for investments, insurance, tax strategy, and estate planning. Instead, we focus on fostering partnerships that create a cohesive and seamless client experience.

We proactively engage with CPAs, Attorneys, and other financial professionals to ensure every aspect of a client’s financial strategy aligns. Our collaborative approach includes:

CPA & Attorney Support Team: Regular outreach and collaboration to align tax-conscious investment strategies with legal and financial goals.

Annual Gain/Loss Forecasting: Providing data aggregation and forecasting to support strategic tax planning.

Estate Planning Coordination: Assisting attorneys in project managing estate
settlements, identifying potential needs for legal counsel, and ensuring smooth transfers of assets with accurate cost-basis adjustments.

By partnering with trusted professionals, we ensure that all parties—the client, their advisors, and our team—benefit from a unified approach to wealth management.

Together, we deliver seamless, comprehensive solutions tailored to each client’s unique goals.