A complete list of active advisors currently associated with Grandview Asset Management LLC
Warmer can help you find a great advisor at Grandview Asset Management LLC or one who fits your needs even better.
GrandView Asset Management LLC is an independent investment adviser that manages approximately $411.7 million for individuals, families, trusts, charitable organizations, pensions, and corporations, with a four-advisor team serving roughly 606 client relationships. The firm offers personalized financial planning and both discretionary and non-discretionary asset management, delivering written investment policy statements and ongoing account monitoring. GrandView describes a structured security-selection process for its Market Strength Allocation Select Portfolio that begins with defining the investment universes, screens for financial strength, reviews historical cash-flow and earnings metrics, and selects securities trading at what the firm views as attractive valuations; portfolios generally include a mix of stocks, bonds, ETFs, and mutual funds and may incorporate technical analysis. The firm emphasizes periodic reviews (at least quarterly) and documents potential risks in the brochure, noting that client guidelines, legacy holdings, and tax considerations can influence implementation and transition decisions. Compared with many peer teams, GrandView discloses several less-common features: it sponsors a wrap fee program for discretionary accounts in which GrandView is the sole portfolio manager and transaction costs are included in the management fee, and the brochure discusses the firm’s relationship with custodial and industry partners (including potential incentives to recommend Schwab) and affiliated activities such as registered representatives of PKS and licensed insurance agents. The brochure also references the firm’s engagement with educational conferences and events and discloses use of endorsements in advertising, and it identifies mitigation steps for the related conflicts of interest.
To learn more about the advisors currently working at Grandview Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Harrisburg, PA
| 63
| |
Harrisburg, PA
| 1
| |
Harrisburg, PA
| 3
| |
Harrisburg, PA
| 20
|
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