Participate and defend

There's wealth in my approach

I am dedicated to helping my clients participate and defend as world markets change. I assist in planning for my clients’ future and the future of their values. My goal is to preserve those values for generations to come.

My approach offers the advantage of a multi-generational perspective. I deeply appreciate and understand the opportunities and challenges faced by families. Matters as diverse as education and long term security often translate into generational concerns. I help our clients find answers.

Investment philosophy

I believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given my client’s risk tolerance, time horizon, and financial goals.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a practice built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

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Let's start the conversation

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Disclosures

Michelle Grist is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, IL, IN, KS, MD, MI, MN, NC, PA, TX, VA, WA, WI.

Michelle Grist, NMLS # 560381 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.