Grandview Capital, LLC

Building Wealth

We help you build wealth over time

Portfolio Management

· We take the time to look at your whole picture.

· We explain how we manage your assets as well as letting you know why we do what we do.

· We do not take compensation from mutual funds or brokers.

Portfolio Management

Grandview Capital’s primary business is portfolio management.  We manage your assets in your own accounts.  These accounts are titled in your name and we use a top tier broker as the custodian. We are very flexible in our approach to creating wealth.  We will work with you to create an Investment Policy Statement (IPS) that is customized for your specific situation.  We will manage assets for individuals, trusts, companies or foundations.  Our services are flexible from  full service full management discretion to limited needs or limited discretion (where we invest using strict rules).

Grandview Capital believes in selecting investments to manage risk and seek return.  Our approach for managing risk begins with understanding your circumstance. We then look to maximize returns in a risk efficient manner.

Grandview Capital builds a client specific IPS to define your portfolio.  The IPS generally covers goals, short term cash flow requirements (income and spending), long term cash flow, tax circumstance, risk preferences, the amount of discretion given, the specific portfolio rules or instructions Grandview will abide by, and the frequency of reporting and discussions.

The decisions made in creating the IPS are the most important to the success of the portfolio.  We will spend considerable time developing an appropriate IPS and revisit decisions, strategy, allocations and assumptions at least annually. (If you are interested in our services please click this link to Important Considerations we use in building a portfolio)

Management fees are typically 1% of assets under management per year  and may be lower for accounts over $1,000,000 or different depending on the portfolio characteristics.