Grant Koehler & Levin Ltd.

Overview

Grant Koehler & Levin Ltd. is an independent registered investment adviser operating since 2003 that focuses on planning and portfolio management for individuals and small businesses. The firm manages client relationships primarily on a discretionary basis and charges a mix of percentage-of-AUM, hourly, and performance-based fees. Its stated investment preference is equities, with most client assets deployed to exchange-traded equities and ETFs. Grant Koehler & Levin Ltd. supplements equity exposure with mutual funds and corporate debt for fixed-income needs and uses third-party alternative managers to access real estate, commodities, and oil & gas strategies. The adviser is not positioned as a capital allocator, and it does not market itself as an ESG or pension consultant. Advisory activity centers on financial planning and direct portfolio management rather than multi-state or institutional consulting. Custodial relationships are concentrated, with the vast majority of client assets held at a single national custodian.

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Location & Offices