Groesbeck Investment Management Corp

Groesbeck Investment Management Corp provides discretionary equity portfolio management to a mix of institutional and individual clients, including endowments, foundations, pension plans, trusts, IRAs, and high‑net‑worth and individual investors. The firm manages separate account strategies and also serves as a portfolio manager in sponsored wrap/overlay programs where it provides investment management while the sponsor handles custody and trading.

The firm’s investment process is bottom‑up and offers two primary strategies: a dividend‑focused Growth of Income approach that seeks companies that increase dividends annually, and a Growth strategy targeting companies with above‑average earnings growth. Portfolios are typically concentrated (about 25–35 holdings), use strict valuation and sell disciplines, and aim for modest turnover (roughly 25% per year) to control transaction costs and tax impact.

Noteworthy differentiators include the firm’s explicit presentation of historical investment performance in its disclosures and its participation in third‑party wrap fee programs as a sponsored portfolio manager—both features that are uncommon among peers. The adviser is employee‑owned, emphasizes a long‑standing dividend growth philosophy developed over decades, and recently completed an internal ownership transition disclosed in its brochure.