GrandView Asset Management
Investment advice you can afford to retire on!
Accessible Investment Advisor
We respect the time of our clients. We work around your schedule, even if that means after work or weekend meetings. You can always count on Bruce Smith to be available for you.
Fiduciary Investment Advisor
As a fiduciary, we are obligated to put you first. This easily sets us apart from other types of firms in the industry that may be held to a lesser standard than you would expect.
Fee-based Investment Advisor
We do not sell financial products or accept commissions. This minimizes conflicts of interest with our clients. We get paid directly by you to provide you advice with your best interests at heart.
Grandview Asset Management Welcomes Adam D. Koser
Adam recently joined GrandView as Chief Investment Officer, where he will help oversee the investment process. Prior to Grandview, Adam was a Vice President and Portfolio Manager for the Federated Hermes Equity Income Fund and Federated Hermes Clover All Cap Value SMA strategy. He was also the lead analyst for the Industrials sector with prior coverage including Consumer Discretionary and Materials.
Adam holds the Chartered Financial Analyst (CFA) designation, an MBA from the Penn State Smeal College of Business, and an undergraduate degree from Bloomsburg University.
Adam resides in Hummelstown with his wife Denise and daughters Ally and Avery. He attends St. Joan of Arc Catholic Church in Hershey and is a member of the Hershey Country Club and enjoys golf and pickleball during his time off.
In The Community
Watch Bruce Smith on Good Day PA!
Election season is upon us and your investments could be affected! Bruce Smith, President and CEO of Grandview Asset Management, joined us this morning and took us through the top five election issues that he believes could impact your investments.
- This episode aired on September 18th.
OUR EXPERIENCE
Building Long-Term Relationships
As a financial management company, we’re committed to building long term relationships with each of our clients in Harrisburg, York, Lancaster, Carlisle, and Hershey. You can greatly benefit from the counsel of our fee-based financial management team for many years to come, regardless if you’re investing for yourself or your company. We have an incredible amount of tools, resources and expertise to be the perfect fit for you. We look forward to having the opportunity to work with you.
OUR EXPERIENCE
Our Commitment to You
We’re committed to helping you work towards achieving all of your financial goals for retirement. Our experience can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term with our commitment to excellence in everything we do.
Social Security
Date: Thursday, October 10th, 2024
Time: 1:00PM – 3:00PM
Presenter: Bruce Smith and SSA
Location: GrandView Asset Management
Available in person or on Microsoft Teams.
Medicare Made Easy
Date: Saturday, October 19th, 2024
Time: 10:00AM – 12:00PM (Noon)
Presenter: Harry Burkett
Location: GrandView Asset Management
Workshop Registration
Please provide us a few details about your reservation to one of our workshops. We’ll gladly confirm your reservation soon.