Grijalva Investments - Thoughtfully Active, Strategically Focused

Why investors choose Grijalva Investments

The only investment company owned by people like you.

At Grijalva Investments, you’re more than just an investor—you’re an owner.

Grijalva Investments is different by design. We’re owned by the people who own our funds which makes us unique in the industry. This means you can trust that we are your partner; focusing on your long-term success instead of quarterly results. That’s the Value of Ownership.

+10

Years of experience
+10k

Satisfied clients
+76k

Successful campaigns

Thoughtfully Active, Strategically Focused

Precision

Our portfolio manager's domain expertise and process offer precise exposure to long-term strategic investments.

Dynamic

Unlike backward looking indices, our flexible process means that we always look forward and dynamically adjust to market environments.

Risk Management

Risk management is core to our investment process, combining both fundamental and systematic principles.

Top-down idea generation

There are 24,000 listed equities in the world that meet the minimum inclusion criteria for an ETF. How do we generate investment ideas?

Bottom-up security selection

At Grijalva Investments we only invest in stocks that meet our four pillars – solid operating base, good balance sheet and cash flow profile, an attractive valuation case and having an edge.

Systematic portfolio construction

Portfolio construction is often a neglected area among active equity managers. At Grijalva Investments, based on academic and best practice, we have built what we believe to be a portfolio construction process that harnesses the best of stock picking alpha.

Risk management

When it comes to risk management, Grijalva Investments employs multiple layers to have a much higher chance of catching and preventing failures.

Our Mission

To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Trade investments on your own

Build, manage, and trade stocks in your portfolio with the latest innovative tools.

Let our robo-advisor do the work

Our robo-advisor automates investing by building, managing, and even rebalancing your portfolio.

Risk Management

You have unique financial goals, and a Grijalva Investments can work with you to build a custom financial plan.

Whatever you're saving for, we can help

Because of Grijalva Investments's structure, your goals align with our goals. Whether you're saving for retirement, your family's education, or a sense of financial security, you can be confident we're on your side.

Retirement
Open an IRA or roll over a 401(k) today. Grijalva Investments makes it easy.
Education
Choose a 529 college savings plan that can give your child or grandchild the best chance for success.
Short-term goals
Invest in Grijalva Investments mutual funds and ETFs for just a fraction of what others charge to meet your short-term goals.*

Satisfaction and security guarantees?

At Grijalva Investments, the answer is: "Absolutely."

Satisfaction guarantee

If for any reason you're not completely satisfied, we'll refund your fee or commission and work with you to make things right. You won't find that kind of promise everywhere.

Security guarantee

We cover losses in your Grijalva Investments accounts due to unauthorized activity. Plus, we help keep you secure with two-step authentication and tips on spotting scams.

About Us