Welcome to Jutia Group

What began as a small collection of finance and political professionals has grown into an expanding community that seeks continual education and self improvement in the marketplace. In these uncertain times, we believe it is important to share investment ideas of high quality and provide thoughtful commentary that is completely free of charge.

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Stephen Oakes
Senior Investment Advisor, Grant/Gross Mendelsohn:

Guest appearances and interviews with: The Washington Post, SFO Magazine, Equities Magazine, Charlotte Observer, Seeking Alpha, VRL KnowledgeBank – London, U.K., Today’s Financial News, KABC Talk Radio – Los Angeles, KFNN – Phoenix

Stephen grew up in New York where he earned a Bachelor of Science degree in Financial Information & Analysis and a Masters of Business Administration in the United States at Clarkson University. Shortly after, he studied the economic environment of Asia-Pacific and Japanese-American competition and strategy at the Rheims School of Management in France.

Stephen began his career by gaining valuable experience as an Assistant Portfolio Manager in the financial management and banking industries. He then branched out into Senior Analyst/Editor roles with independent investment research firms in the Baltimore/Washington D.C. area, doing what he does best: conducting equity research. As stated above, he is now a Senior Investment Advisor with Grant/Gross Mendelsohn.

About Grant/Gross Mendelsohn

Grant/Gross Mendelsohn, LLC The Grant/GrossMendelsohn philosophy of providing comprehensive financial services reaches a step beyond customized portfolio management.

Grant/GrossMendelsohn is a registered investment advisory firm committed to building and protecting wealth. By providing integrated financial services beyond customized portfolio management, we strive to supply a comprehensive financial strategy designed to meet your investment and financial goals.

Through its affiliation with Gross, Mendelsohn & Associates, P.A., a regional CPA and management advisory firm, Grant/GrossMendelsohn is able to provide its clients with comprehensive, integrated financial services including tax and cash flow planning, as well as education, retirement and estate planning.

Grant/GrossMendelsohn manages more than $150 million for more than 125 individual investors, corporations, pension plans and foundations. The firm makes buy and sell decisions for our clients, but does not hold their assets. Assets are held in custodial accounts in the client’s name at Charles Schwab and Company, Inc., one of the nation’s most respected custodians, administering more than $1.4 trillion in client assets.

Grant/GrossMendelsohn maintains long-term relationships with our clients, based on mutual respect, a structured and disciplined process, personal communication and performance. We are proud of the fact that most new clients are referred either by existing clients, or attorneys and CPAs. We work diligently to build their confidence and trust, and invite you to experience the personalized attention that is unique to Grant/GrossMendelsohn.

Technology Officer: Alexandar Tzanov

With 19 years of experience in the information technology field, Alexandar Tzanov, was an excellent choice to help bring Jutia Group from the idea realm to reality. His expertise in web servers management and ability to manipulate source code in various programing languages allows Jutia Group to operate smoothly and remain useful to its loyal visitors.