Grant Koehler & Levin LTD

Registered Investment Advisors

About Us

  • $205 million under management
  • 255 clients under management
  • Average account size $800,000



Services

  • Financial planning
  • Setting long term financial goals
  • Money management
  • Retirement planning
    (401K's, IRA's, etc.)

Investment Philosophy

  • Value oriented
  • Risk averse
  • Emotionless
  • Disciplined