Traditional retirement plans typically include a menu of mutual funds with high expense ratios. As an independent advisor, Grandview is free to recommend funds to the plan that are in the best interest of the participants. Many investors operate without a plan. Proper financial planning can be very helpful in achieving your goals.
Our plans are designed to help any investor manage their own investments, or coordinate with investment specialists. Grandview Investment Advisors specializes in customized portfolio management solutions for clients. In addition, we will perform third party valuations and assessment of investment suitability.
Our plans are designed to help any investor manage their own investments, or coordinate with investment specialists. Grandview Investment Advisors specializes in customized portfolio management solutions for clients. In addition, we will perform third party valuations and assessment of investment suitability.
Services
Grandview Investment Advisors is a investment advisor firm registered in the state of Colorado. We specialize in Independent Analysis and Portfolio Management on Separately Managed Accounts. The customer comes first at Grandview. We take the time to understand you, your needs, and invest or make recommendations in your interest.
Jonathan Holtzinger founded Grandview Investment Advisors, LLC, a wholly owned subsidiary of Grandview Capital, LLC in 2005. Jonathan firmly believed that there should be investment advisors that put client's needs and interests first. Jonathan completed his Bachelors of Science in Finance from the University of Colorado, Boulder in 1996.
In honor of Jonathan's memory, his passion for education, and commitment for cultivating tomorrow's leaders, the Holtzinger family has established the Jonathan Holtzinger Scholarship Award of Excellence. This Award is for a graduating senior of North High School in Denver who demonstrates leadership and outstanding character.
Grandview Investment Advisor's primary business is portfolio management. We manage your assets in your own accounts. These Separately Managed Accounts are titled in your name and we use a top tier broker as the custodian. We create an Investment Policy Statement (IPS) with you; customized for your specific situation.
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.
Reviews (1)
Matt Brozovich
Aug 16, 2017
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