CONTACT GRACE CAPITAL TODAY! 239-333-4515

Registered Investment Advisor

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As an RIA, we are legally obligated to act in the very best interest of our clients.

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What is a

Registered Investment Advisor?

A Registered Investment Advisor (RIA) helps clients manage their assets by providing advice, making recommendations and providing analyses on financial products such as securities and insurance products.

Grace Capital Management Group offers our clients a wide range of non-correlated asset classes, which helps provide diversification of a client’s portfolio. While diversification does not ensure a profit or guarantee against loss, it seeks to balance the risk in your portfolio by partnering assets that tend to move in opposite correlation to each other. As an RIA, we are legally obligated to act in the very best interest of our clients.

An RIA may be a good choice for many individuals for a number of reasons. First and foremost, planning and advice from an RIA is designed to accommodate each client’s unique financial situation. Grace Capital Management Group understands the need for integrity and transparency when helping a client plan for their financial future or managing a client’s portfolio. We hold ourselves accountable for every recommendation and have the ongoing fiduciary duty of loyalty to our client, only acting in their best interest.

RIAs may have affiliations with a wide variety of other professionals that can assist with the complex financial needs that may arise for the client. These affiliations bring plenty of opportunities for our financial professionals to customize complete solutions for each client.

A large part of the responsibility of an RIA is keeping ongoing and regular communication with their client base. By reaching out, nurturing and maintaining personal relationships with each of our clients, Grace Capital Management Group continuously improves upon its reputation as a nationally recognized RIA.

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Contact us today for your Portfolio Stress Test appointment to learn how we can help you with your asset management.

Retirement Planning Kit

Access our

retirement planning kit

We're committed to helping you make informed decisions about your financial future. Request instant access to this helpful retirement planning kit.

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Phone

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Toll Free: (239) 333-4515

Fax: (239) 481-5545

Email: service@gracecmg.com

Headquarters

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13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

Cities We Serve

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Fort Myers
Naples
Marco Island
Bonita Springs
Estero
Sanibel-Captiva

Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice

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