Welcome to Groesbeck Investment Management Corporation
$64 Million under Management as of 2024
ABOUT OUR FIRM
Groesbeck Investment Management Corporation is an employee-owned, SEC registered investment adviser, offering equity portfolio management services to endowments, foundations, pension plans, trusts, Taft-Hartley accounts, IRA’s and high net worth individuals. Since our founding in 1993, we have provided investment performance over time that is comparable to the S&P500 return through a disciplined, risk-sensitive process. It is understood that performance may lag the S&P500 Index in any given year or subset of years.
OUR INVESTMENT STYLES
Groesbeck Investment Management offers two distinct equity portfolio management investment strategies depending on the client’s requirements and objectives. Our Growth of Income style seeks to provide a growing stream of current income and a total return in excess of the S&P 500. Our Growth style seeks to generate higher than market returns, primarily through capital appreciation. The investment processes of these two portfolio management strategies are summarized below.
GROWTH OF INCOME STRATEGY
- Invest in companies with faster-than-market earnings and dividend growth
- Combine growth stocks with high-yield stocks for above-market returns
- Grow portfolio income by:
- Selecting rapid dividend growth companies
- Switching to higher-yield stocks strategically
- Aim to exceed market dividend growth and inflation rates
GROWTH STRATEGY
- Select stocks with minimum 10% annual earnings growth potential
- Strong financials
- Sustainable revenue growth
- Reasonable P/E ratios
- Monitored price-to-revenue ratios
- Active portfolio management
- Continuous earnings monitoring
- Maintain above-market growth rates
At Groesbeck, you will find us to be client friendly, flexible and devoted to our investment discipline. We work closely with our clients, understand their investment objectives, and strive to produce results which exceed their expectations.