Grandview Investment Advisors, LLC

Building Wealth

Our process allows us to design custom solutions

How we operate

· Investors have unique goals and risks

· We review the market and economic environment continually

· As our expectations change we evaluate the implications for our investors portfolios.

· We are dynamic, in that we do not hold one investment type, or strategy as appropriate for you for all time.  We adjust and anticipate conditions changing.

 

Portfolio Management Process

Grandview Investment Advisors, LLC 

attn: Jonathan Holtzinger, CFA

2226 W. 29th Avenue, Denver CO, 80211

Phone: 303-477-4939     Fax:  303-265-9045

E-mail: jonathan_holtzinger@gvadv.com

To contact us:

Understand the needs of the investor and goals and restrictions of the Portfolio

Review economic, Industry, asset and security news

Set / Re-evaluate Client Investment Policy and Strategy

 

Set Capital Market Expectations

Monitor Investor Situation

 

Monitor Investment Performance,

Select Securities

Execute Strategy

 

Monitor Capital Markets and market input factors

Performance and Performance reporting