At The Granville Investment Group, LLC, our professionals take the team approach to serving each and every one of our clients. Our advisors and support staff will work as a unit to put you and your family at the center of everything we do. We believe your experience here will be different and better than anything else you have encountered in the financial services industry.

Because of the comprehensive nature of our financial planning and investment service, we follow a step-by-step process to help uncover the important details of your financial objectives so that we may best plan for the road ahead.

Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.

We will work hand in hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.

What is your approach?

We follow a 6-step financial planning process at The Granville Investment Group:

1. Establish a relationship with the client. What are his/her financial needs and goals? How can we help to accomplish them?
2. Talk to the client to gather the required knowledge to make an informed recommendation.
3. Analyze the client’s current financial status and trajectory. Is the client currently on a path that should result in successfully achieving his/her goals? If not, what changes need to be considered?
4. Develop the recommendation. We will evaluate several possible scenarios, including staying on the current course, and share them with the client, carefully listening to feedback.
5. Implement the recommendations. With the client, we mutually define who will be responsible for taking the suggested and accepted actions.
6. Monitor the plan. With the client, we mutually agree upon who will monitor the financial plan, and on what frequency.

How much contact should we expect?

We value each and every one of our clients, no matter the size of their portfolio with us. The frequency of contact desired by the client is agreed upon during the planning process. Some clients would like annual meetings to review their financial plan, and others prefer more frequent check-ins. Our technology gives clients 24/7 access to their customized financial plan and investment portfolio so they can monitor it as often as they’d like.

How much do you typically charge for financial planning and wealth management?

We work with clients in a variety of capacities and always seek to do what’s in their best interest. Some clients retain us as fee-only financial planners, many pay us a quarterly fee to manage their investment portfolios, and others purchase insurance products for protection or guaranteed income. The cost of our services depends on how we end up helping the client but is always discussed in detail before someone joins our client family.

Why should I work with The Granville Investment Group?

In our current highly unpredictable financial market, we are a group of experienced and savvy investment professionals that work in our customer’s best interest daily. If this sounds like a good fit for you, please contact us. We would love to hear from you.

How is The Granville Investment Group different from other investment teams?

The Granville Investment Group has a long history of standing out against competitors. Since our founding in 1999, The Granville Investment Group has enjoyed serving its clients best interests in all market conditions without any conflicts of interest. During times of market turmoil, this has been helpful in enabling the firm to make decisions to protect each of its managed portfolios without delay.

How are financial advisors paid at The Granville Investment Group?

Our advisors receive the same compensation regardless of recommendations made to our clients. There is, therefore, no incentive to make any recommendations enabling our team members to benefit at the expense of those we serve.

How many clients do you work with?

We are privileged to serve more than 400 households in 20 states. Our team approach allows us to give each of our clients the time and attention they deserve.

What kind of services do you offer?

Our firm offers a full range of investment and financial planning services. We specialize in working with:

• Business Owners
• Endowments & Foundations
• Families & Individuals
• Non-profit Organizations
• Retirement Plans

Check Your Investment Speed

If you have financial goals (destinations) you’d like to reach, you’ll need a roadmap. The path you take may vary from those traveled by your parents, friends and co-workers. You may have various stops, starts and milestones along the way. In general, you’ll probably try to take the most efficient route possible with the fewest detours and setbacks.

But plotting a course is only part of the strategy. Equally as important, and many times unaddressed, is the concept of risk (investment speed).

How fast are you comfortable driving to reach your destination? How fast do you need to drive to get there on time? Do you know when to press the accelerator versus the brake? How do you drive in different conditions?

Perhaps most importantly, how fast are you driving in your retirement savings right now?

At The Granville Investment Group, our advisors can help you answer those questions then create an investment portfolio customized to your comfort level and personal financial goals.

The first step in the process is completing a quick online survey designed to measure your current investment speed and rate at which you’re comfortable going.

Click the speedometer above to launch the survey. After you complete it, one of our advisors will contact you to review the results. No cost, no obligation.

Why is it important to know your investment speed? Watch the video!