Tim Grimes

Fondateur chez

Grimes & Co. Wealth Management LLC

Finance

Consumer Services

Profil

Mr. Timothy J.
Grimes is a Founder at Grimes & Co. Wealth Management LLC.
He spent 10 years working in various management positions for a large insurance and financial service corporation before leaving to establish his private financial planning practice in 1981.
He received his undergraduate degree from Bryant University.

Postes actifs de Tim Grimes

Sociétés	Poste	Début
Grimes & Co. Wealth Management LLC Grimes & Co. Wealth Management LLC Investment ManagersFinance Grimes is an active manager that combines traditional long-term investment approaches and cutting edge trading strategies to create customized, client-specific investment solutions. The firm primarily allocates client investment assets among various no-load and/or load-waived mutual fund classes and/or individual debt and equity securities, and, on a limited basis, independent managers, on a discretionary basis in accordance with the client’s designated investment objective(s). Grimes uses bottom-up quantitative modeling based on fundamentals, valuations, risk statistics and trend measures for their security selection process. Portfolio Managers rely on these tools to assist with the qualitative decision making and implementation.	Fondateur	01/01/1985

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Anciens postes connus de Tim Grimes

Sociétés	Poste	Fin
Paul Revere Corp. Paul Revere Corp. Multi-Line InsuranceFinance Provides individual and group life insurance	Corporate Officer/Principal	31/12/1980

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Sociétés liées

Entreprise privées	3
Grimes & Co. Wealth Management LLC Grimes & Co. Wealth Management LLC Investment ManagersFinance Grimes is an active manager that combines traditional long-term investment approaches and cutting edge trading strategies to create customized, client-specific investment solutions. The firm primarily allocates client investment assets among various no-load and/or load-waived mutual fund classes and/or individual debt and equity securities, and, on a limited basis, independent managers, on a discretionary basis in accordance with the client’s designated investment objective(s). Grimes uses bottom-up quantitative modeling based on fundamentals, valuations, risk statistics and trend measures for their security selection process. Portfolio Managers rely on these tools to assist with the qualitative decision making and implementation.	Finance
Paul Revere Corp. Paul Revere Corp. Multi-Line InsuranceFinance Provides individual and group life insurance	Finance
Bryant University Bryant University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services