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Grimes & Company, Inc.

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Grimes & Company, Inc.

Mission statement:

Our mission is to provide each of our clients with disciplined asset management, strong performance and unparalleled service and support.

History:

Our company dates back to 1985 when it was founded by our President, Timothy J. Grimes. Prior to this he had worked for a major financial firm for 14 years.

At the time, there were few truly independent wealth management firms, and most investment advice was given by commission-based representatives of large regional and national firms. Even then, Tim had a vision of providing objective, customized advice and guidance on a fee basis to eliminate the conflict of interest that can sometimes exist with commissionable products.

In many ways, Tim was a pioneer in the industry. He recognized the value in becoming a CFP® (Certified Financial Planner), and earned the designation very early in his career. He was also an early adaptor of the discretionary, fee based asset management model that has become an industry standard today.

The firm originally started as a family business, and there are still five family members involved today. But what started as a sole proprietorship over thirty years ago has evolved into the firm it is today, with discretionary assets under management of over $1.7 billion, over twenty five employees and clients across the country.

The Grimes family is one that identifies with the ocean and has multigenerational roots to Cape Cod. The lighthouse in the Grimes & Company logo is reminiscent of the firm’s early days. Before voicemail, everyone in the office had a lighthouse figurine, and the receptionist would leave messages under the lighthouse. But the image is more than that; it represents the firm’s investment philosophy of trying to minimize risk while serving as a trusted guide to clients through both good and bad times.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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