At JosephGrace, our philosophy is simple.  We bring to the investment community a relationship-oriented approach to investments.  Our firm operates under the premise that each client deserves personal attention, innovative account services and a commitment to integrity. Our key to building long lasting relationships is in maintaining a communication structure that allows us to focus on your needs throughout the entire investment process.

Global investors, institutional clients, investment professionals and banking institutions rely on the following expert and superior services available through JosephGrace.

INSTITUTIONAL SERVICES

ü Equity Execution 

ü Municipal Broker / Dealer 

ü Selling Group Participant 

ü Private Placements 

ü Introduction to Alternative Investments

INDIVIDUAL SERVICES

ü Investment and Financial Advisory services.

ü An Education Center that offers an in-depth tutorial on the investment community, providing quality information that allows you to learn at your own speed.   

ü A Financial Planning Center that will assist you in defining your investment goals and evaluating your portfolio. Our “6 Steps” will help you begin the process of analyzing your resources and forecasting your objectives.

ü An Online Platform that allows you to view your account in a reliable and protected environment.

ü Our Client Service Center of professional and qualified staff is ready to assist you with your investment questions.

ACCOUNT DOCUMENTS

CLIENT SERVICE

EDUCATION CENTER

MORE SERVICES

ü Registered Representatives are offered competitive payouts and independence with full support.

üOSJ / Branch Office considered for qualified individuals.   

ü A Financial, regulatory and operational consulting service that offers entity creation, documentation and application to regulatory bodies,

ü CRD, continuing education and written supervisory procedures.

ü Regulatory and financial accounting.

Income

Making Sense

Goals

Plan

Maintenance