GreyLock Management, currently serving the State of Florida, was established to provide clients with a different kind of investment portfolio. Specializing in Exchange Traded Funds (ETFs), we are able to achieve client investment objectives with potentially lower risk, while being able to offer access to almost every available market worldwide. Besides Stocks and bonds, ETF portfolios also give the client the ability to invest in markets the average investor would otherwise consider "too risky" - such as currencies, commodities, and markets outside the US.
GreyLock Asset Management can build and manage portfolios for clients with any level of risk tolerance: from those who are very conservative to those with a large appetite for risk.
GreyLock Asset Management is a fee-based advisory which offers several different account types to best serve the needs of the individual client.
• Individual Retirement Account (IRA) minimums are $4,000.00
• All other account types have a $25,000.00 minimum requirement
• Consultations are free of charge
Clients will receive statements at regular intervals through the mail, and will also be able to login to their brokerage account at anytime of the day or night to view their portfolios in real-time.
Please take a few minutes to browse our website to get a better understanding of ETF’s and their benefits.