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Grandview Investment Advisors, LLC |
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Building Wealth |
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Our financial solutions are customized for you |
Important Considerations |
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Portfolio Objectives: A portfolio objective is more descriptive than “maximize return”… Objectives may be to protect net worth from inflation, pay for an education, provide for retirement, generate some income for travel and / or leave an estate, trust or foundation to benefit others. Investment Horizons: Most investors have multiple investment horizons. Significant events may include buying a home or car, paying for college, transitioning into retirement. Trusts, businesses and foundations may have portions of their assets that seek a nearly infinite horizon. Desired level of risk: we work with you to identify what risks you have, want to take, and which you would like to avoid. We have effective solutions for protecting from market shocks, real estate values and interest rates. We can design custom protection from specific situations. How the Portfolio fits with your overall investments: You may choose only to use us for a portion of your funds. If you would like, we prefer to look at your whole financial picture to make sure our recommendations are appropriate. Long Term Allocation and Strategy: We craft this longer view once we know the objectives, horizons and risk tolerances. Think of the analogy of your portfolio is a Large Ship and this step is choosing the destination and the general route. Tactical (short term 1-3 year) Allocation: This is the short term view. We take into account shorter term market conditions, or risks you may have, and try to take advantage of them while keeping on course for your long term allocation and strategy. Tax: We manage all types of accounts that can be held at our custodian TD Ameritrade Institutional… for example: taxable brokerage and retirement accounts such as traditional IRA’s, SEP and SIMPLE IRA’s, Roth IRA’s, etc. |
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· Investors have unique goals and risks · We Customize solutions to make the most sense for you. · We do not take compensation from mutual funds, insurance companies or brokers, So you know our goals are aligned. · We are dynamic, in that we do not hold one investment type, or strategy as appropriate for you for all time. We adjust and anticipate conditions changing. · We will be pleased to accompany you or work with your accountant, or legal counsel to work through issues you may be facing. · CLICK Here for a Snapshot showing how our process works
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Building a Portfolio |
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Grandview Investment Advisors, LLC attn: Jonathan Holtzinger, CFA 2226 W. 29th Avenue, Denver CO, 80211 Phone: 303-477-4939 Fax: 303-265-9045 E-mail: jonathan_holtzinger@gvadv.com |
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To contact us: |
