Investment management for your long-term success
Every client’s portfolio is unique because investment decisions should be made in light of your financial circumstances and goals.
Investment management
When it comes to smart investments, we don’t gamble with your money
These days, gamblers and investors often look the same. Guessing at what the markets will do next week or next month may work some of the time, but the risk isn’t worth the potential reward.
At Griffin Black, we focus on the latest research and analysis in finance, economics, and human behavior in order to build portfolios that are financially sound. The unique circumstances of your life and finances dictate which investments are appropriate for your portfolio, and we always keep you at the center.
Investment strategy suited for your life
Your unique life is the golden thread we use when we help you weave a pattern of wealth with smart investments.
We started investing with Griffin Black at least 10 years ago. Such a smart move on our part. The team responds quickly and gives great advice and HELP. We are happy and grateful. 
Great team, very responsive to queries and extremely knowledgeable. What sets Griffin Black apart
Get a portfolio tailored to your overall financial strategy
Wise portfolio construction
When we make decisions about how to shape a portfolio as a whole, we focus on making client-appropriate choices, knowing things will shift as the portfolio grows.
Evidence-based investing
Your investment strategy is built on 70 years of academic research and proven approaches that balance strong returns with long-term risk management.
Dimensional Fund Advisors
A core component of our portfolios, Dimensional Fund Advisors offers a unique set of low-cost mutual funds that seek to deliver all the benefits of the great ideas in finance to the investing public.
Applying Science to Investing
Science has shaped modern life, and investing is no exception. Learn about how scientific and academic research has changed investing.
How Dimensional Fund Advisors Began
Chairman and Co-CEO David Booth, along with others, discuss how the firm got its start and the close academic ties that are key to its continued success.
Our Investment Management Services
Explore the opportunities that are available to you.
- “Classic” investment accounts for individuals and couples
- Individual Retirement Accounts (IRAs)
- Trust accounts: revocable living trusts, irrevocable living trusts, and testamentary trusts
- HSA investment accounts
- 529 College Savings accounts
- Low-cost, non-qualified annuity accounts
- Individual 401(k) accounts and pooled company
- 401(k) profit-sharing accounts
- Custodial accounts
FAQs
How do you select portfolio items?
We construct portfolios with attention to your financial and emotional needs. We also take a long-term approach, focusing on the success of the portfolio over time, not trying to predict what the market will do next week. Cost is a crucial part of investment management, so we seek out investments with low internal fees and we use institutional class funds whenever possible.
How do taxes factor in?
It isn’t a gain until it’s an after-tax gain, so we pay close attention to taxes. This means we build portfolios out of combinations of different accounts to take advantage of the different tax treatment s of those accounts.
Are portfolios diversified?
Absolutely. We build well-diversified portfolios for our clients. Historical analysis shows that globally-diversified stock portfolios perform better than single-country portfolios over the long run.
When do you rebalance portfolios?
To limit risk and enhance investment potential, we only rebalance when portfolios get too far outside of their target ranges. This allows us to invest in assets that are currently undervalued.
