GRIMALDI PORTFOLIO SOLUTIONS, INC

Overview

Grimaldi Portfolio Solutions, Inc. is a small, fee-based advisory boutique that focuses on discretionary portfolio management for both individual and institutional clients. The firm combines a core equity approach with external fund managers for alternative exposure and operates with an insurance-brokerage capability that can influence how it packages solutions for clients who need insurance-linked products alongside investment management. Grimaldi is not an ESG-oriented manager and does not present itself as a multi-state adviser or pension consultant; its core business is managing diversified portfolios for individuals, small businesses, investment companies and other institutions on a percentage-of-AUM fee model. Investment activity centers on exchange-traded securities as the primary building block of portfolios, supplemented by mutual funds and third-party hedge funds where appropriate. Given the firm’s modest scale and single-office footprint, its model reads as a hands-on, boutique allocator that uses SMAs and pooled vehicles to deliver tailored equity exposure and selected alternative strategies to its 300-client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices