Growth Equity Management, Inc.

Overview

Growth Equity Management, Inc. is a small, individually owned advisory firm that focuses on portfolio management for individual and small business clients. The firm charges a percentage of assets under management and operates largely on a non-discretionary basis, meaning clients retain final trading authority while the adviser provides recommendations and ongoing portfolio oversight. Business activities listed as “Accountant” suggest the adviser frequently serves clients with business-owner profiles and may integrate tax- or bookkeeping-aware investment guidance into portfolio construction. Investment activity is concentrated in publicly traded equities, with an expressed preference for equity exposure. The firm is not an active ESG investor, does not operate across multiple states, and does not present itself as a capital allocator or pension consultant. Given the size and client base, the investment approach appears suited to smaller, straightforward equity and mutual fund portfolios rather than large bespoke alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices