OUR FINANCIAL SERVICES
Whether you’re investing for yourself or your company, consider building a strong partnership with GrandView Asset Management. Together we can make a solid investment plan even better. Even experienced investors benefit from the counsel of our fee-based advisor team.
From your first IRA rollover to multi-generational estate planning. We’re built to serve you long term.
Social Security timing, 401(k)/IRA rollovers, withdrawal strategies. Everything you need to make your nest egg last through your longest vacation.
Disciplined portfolio construction using our proprietary Market Strength Allocation process built for strong fundamentals and attractive valuations.
Cash flow, debt, insurance, education funding, major purchases, a holistic look at every dollar moving in and out of your household.
Coordination We work alongside your attorney and CPA to ensure your wishes, beneficiaries, and assets are properly coordinated for the next generation.
Objective analysis of life, long-term care, and disability coverage without the pressure of a commission-based salesperson.
Moving on from an old employer? We handle the paperwork, minimize tax headaches, and reinvest your rollover into a plan built around your goals, not a default target-date fund.
HOW IT WORKS
Our proprietary research process screens thousands of companies to identify those with strong fundamentals, proven historical performance, and attractive valuations.
The first step is identifying each universe from which we select stocks for the five market segments. Each universe contains stocks selected specifically for that component of the allocation.
Next, we evaluate companies against multiple financial-strength factors designed to identify those with strong fundamentals and eliminate any that don’t meet our investment criteria.
We look for companies whose net cash flow return on investment exceeds the average of their peers. Historically, companies that increase their cash flow at higher rates reward shareholders with superior returns.
The stocks selected for the portfolio are those that meet our investment objective, trade at attractive valuations and, in our opinion, are likely to exceed market expectations of future cash flows.
“In a world of rapidly changing markets and complicated legislative issues, choosing the right partner could be one of the most critical decisions you make.“
Determining which areas of the market provide the best investment opportunities can be a daunting task and sometimes economic climates break with tradition, making Investment decisions even more arduous. These situations have historically offered opportunities for patient shareholders to increase their exposure in great companies.
The credit crisis has underscored the value of a strong balance sheet, a once underappreciated quality. Our goal with the Market Strength Allocation Select Portfolio is to invest in undervalued companies with strong market positions
An investment in this managed account should be made with an understanding of the risks involved with owning common stocks, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market. An investment in a portfolio containing equity securities of foreign issuers is subject to additional risks, including currency fluctuations, political risks, withholding, the lack of adequate financial information, and exchange control restrictions impacting foreign issuers
Risks associated with investing in foreign securities may be more pronounced in emerging markets where the securities markets are substantially smaller, less liquid, less regulated, and more volatile than the U.S. and developed foreign markets. The value of the securities may be subject to steep declines or increased volatility due to changes in performance or perception of the issuers.
No cost. No obligation. No minimums. Just honest answers to your most important financial questions from a team that’s been serving Central Pennsylvania for 60+ years.
