Grace & Fulton Asset Management Corporation
Grace & Fulton Asset Management Corporation is an asset management company focused on delivering innovative and strategic financial solutions to its clients. The company seeks to provide long-term capital value through ownership of high-quality companies, an active assessment of financial risks and opportunities, and the proper management of individual portfolios.
To understand the principles and disciplines used by Grace & Fulton Asset Management, an understanding of their core competencies is necessary. These include investment choices and strategies, equity research, capital markets knowledge and trading, credit products and services, and capital management services. Grace & Fulton also works closely with institutional and investment banking clients to ensure appropriate access to capital and products, efficient execution of transactions, and meaningful research.
The investment philosophy at Grace & Fulton Asset Management is focused on risk mitigation, capital preservation, and long-term growth. The firm uses a combination of fundamental and technical analysis in researching investments. All investments entail some degree of risk, and the firm seeks to minimize on a relative basis the risks associated with its clients portfolios. In order to do this, the firm researches a number of different industries and companies in each of its clients portfolios. This allows the firm to select quality companies that are expected to outperform the market over both the short and long term.
Grace & Fulton recognizes the importance of having a professional and knowledgeable staff in order to effectively pursue its investment objectives. The firm seeks to provide its clients with the highest level of quality service and to ensure that the clients interests are fully taken into consideration. To ensure each client is consistently provided superior services, the firm has implemented a disciplined investment process that requires each of its portfolio managers to adhere to certain standards. These include rigorous assessment of risk/return, rigorous Quantitative and qualitative evaluation of corporate assets and corporate strategies, active monitoring of portfolios and keeping clients fully informed of portfolio performance, and engaging in prudent transaction review and execution.
In addition to investments and financial services, Grace & Fulton provides its clients with a range of asset management services, such as investment consulting, trust services, and estate planning. These services are designed to provide clients with a comprehensive plan for managing their assets in an effective and efficient manner.
Grace & Fulton Asset Management Corporation is rooted in a tradition of providing exceptional service, great value, and quality investments. The firm values long-term relationships with its clients and works diligently to provide the highest level of personalized service. The firms commitment to its clients and its commitment to excellence is what sets it apart from the competition.
