Groesbeck Investment Management Corp. /nj/
Groesbeck Investment Management Corporation is an employee-owned, SEC-registered investment adviser based in Paramus, New Jersey. Founded in 1993, the firm manages discretionary equity portfolios for endowments, foundations, pension plans, trusts, Taft-Hartley accounts, IRAs, and high net worth individuals. Groesbeck is known for a disciplined, risk-sensitive approach aiming for long-term performance comparable to the S&P 500. With approximately 3 employees, the firm provides customized portfolio management and financial planning services to a diverse client base ranging from individuals to institutional entities.
Investment Strategy
Groesbeck Investment Management offers two core equity portfolio management strategies: 'Growth of Income' and 'Growth.' The Growth of Income strategy focuses on companies with above-market earnings and dividend growth, combining growth and high-yield stocks to maximize current and future income, aiming to exceed market dividend growth and inflation rates. The Growth strategy targets stocks with a minimum of 10% annual earnings growth driven by strong financials, sustainable revenue increases, reasonable valuations, and active monitoring. Both strategies emphasize disciplined research, risk management, and tailoring the portfolio to each client’s risk tolerance and investment objectives.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC COM COM | 9.72% | $5.0M | 15,098 | $44.93 | $329.91 | +$164.0K |
U URI | UNITED RENTALS INC COM COM | 6.76% | $3.5M | 3,631 | $234.27 | $954.66 | -$4.0K |
L LRCX | LAM RESEARCH CORP COM NEW COM | 6.59% | $3.4M | 25,224 | $72.23 | $133.90 | +$501.0K |
A ANET | ARISTA NETWORKS INC COM SHS COM | 4.17% | $2.1M | 14,679 | $110.53 | $145.71 | +$635.0K |
M MSFT | MICROSOFT COM | 4.16% | $2.1M | 4,116 | $118.68 | $517.95 | -$562.0K |