G&H Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$332,981,689
Clients
129
Advisors
3
of 4 employees
About
G&H Investments provides discretionary investment management and non-discretionary consulting to individuals, high-net-worth clients, trusts and a small number of business clients. Services include stock, bond and mutual fund portfolio management, recommendations of third‑party managers, private fund due diligence for eligible investors, and options strategies alongside hourly consulting engagements.
The firm’s approach begins with asset-allocation and emphasizes long-term holdings: a laddered, high‑quality fixed‑income sleeve managed for safety and income and a concentrated, bottom‑up equity sleeve of roughly 25–30 companies intended to outperform the S&P over time. Fixed‑income management stresses a minimum single‑A quality standard, use of enhanced municipal structures and issuer analysis (including EMMA and municipal stress indicators), and options are used selectively for hedging or income generation.
G&H manages about $576 million in client assets with two advisors and a relatively small client base (approximately 136 clients), producing notable asset concentration—two trusts/charitable accounts represent roughly 39% of AUM. Distinctive features include a long‑standing sector exclusion (no utility holdings for over 20 years), a detailed municipal credit research process and use of enhanced municipal securities, and participation in Schwab’s institutional program while clients’ assets remain held at independent custodians.
Client services
Expertise
Fee options
Offered under certain circumstances (specific amounts not stated)
$0 - $250,000: 0.75% $250,000 - $1,000,000: 0.60% $1,000,000+: 0.50% All Fixed Income Portfolios+: 0.25% All Mutual and Private Fund Portfolios, Options Strategies+: 0.50%
$116 to $172 per hour (variable for secretarial work)
Main office
349 W Main Street, Suite 108
Leola PA 17540
Advisors at this office
3
Most active in
California · New Jersey · North Carolina · Pennsylvania · Texas
Also doing business as
G&H Investments · Gross & Hartman Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Donald G
Leola, PA
G&H Investments
Donald Gross, Jr. is a financial advisor with G&H Investments, bringing 35 years of industry experience. He is also a principal of AUG, Inc., dba Gross Investments, a registered investment advisory firm in Lancaster, PA. Gross has been involved with Gross Investments since 1988 and with Gross & Hartman Investments since 2022. G&H Investments primarily serves individual investors, including high-net-worth clients, as well as trusts and charitable accounts. The firm manages approximately $501 million in client assets on a discretionary basis and employs a long-term investment approach focused on high-quality fixed income and concentrated equity portfolios.
Daniel J
CFA®
Leola, PA
G&H Investments
Daniel Jennings is a CFA® charterholder with three years of experience at G&H Investments, located in Leola, PA. His prior work history includes roles at Conestoga Wood Specialties, BNY Mellon, and Randstad USA. G&H Investments provides discretionary investment management and consulting services primarily to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a combination of high-quality fixed-income portfolios and concentrated equity positions, utilizing a detailed municipal credit research process and selective options strategies.
Jeffrey H
Series 65
Leola, PA
G&H Investments
Jeffrey Hartman is a financial advisor with G&H Investments in Leola, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Gross Investments for nine years. G&H Investments provides discretionary investment management and non-discretionary consulting to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a diversified approach combining a laddered, high-quality fixed-income sleeve and a concentrated equity portfolio, alongside municipal credit research and selective options strategies.
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