Advisor at Grand Street Capital Management, L.L.C.
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Firm
Grand Street Capital Management, L.L.C.
Location
Winston Salem, NC 27101
Credentials
CFA®
Industry experience
6 years
William Morris is a CFA® charterholder based in Winston Salem, NC, with six years of industry experience. He has worked at Owens Corning since 2007. Morris is the sole advisor at Grand Street Capital Management, L.L.C. Grand Street Capital Management provides continuous investment management and discretionary portfolio services to individuals, institutional, and nonprofit clients, including corporate pension plans and charitable organizations. The firm employs a value-oriented equity strategy combined with principal-preservation fixed income management, using both bottom-up fundamental analysis and top-down economic assessment.
Based on Grand Street Capital Management, L.L.C.
$0 - $5,000,000: 1.00% annually on equity assets $5,000,001 - $25,000,000: 0.75% annually on equity assets $25,000,001+: Negotiable on equity assets $0 - $5,000,000: 0.65% annually on fixed income assets $5,000,001 - $25,000,000: 0.45% annually on fixed income assets $25,000,001+: Negotiable on fixed income assets $0 - $1,000,000: 1.10% annually on allocation assets $1,000,001 - $6,000,000: 0.85% annually on allocation assets $6,000,001+: Negotiable on allocation assets
1008 Brookstown Avenue, Suite C 6
Winston Salem, NC 27101
Michigan · North Carolina
Owens Corning
2007 - Present (19 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Grand Street Capital Management, L.L.C.
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