Grassi Investment Management, LLC is a family owned, SEC Registered Investment Advisor that specializes in constructing and managing investment portfolios to meet the needs of conservative, long-term investors. The firm was founded in 1984 and was affiliated with a major securities firm. In 2000, Grassi Investment Management became Grassi Investment Management, LLC which continues today as an independent advisory firm that serves both institutional and high net-worth individuals. As a family owned company, they put a premium on client services and consider many of our clients close personal friends.
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