About Gross Investments
Gross Investments was founded on the principle that anybody can create financial success and financial independence for themselves.
Our vision is to serve our clients with the highest level of service possible. As fiduciaries, we are obligated to always act in the best interest of our clients, and put our personal interests aside. All conflicts of interest are disclosed, and all of our clients are provided with transparency, honesty and respect. Our goal is to not push our own “Agenda” or use blanket recommendations. Rather, we arm our clients with all of the facts and knowledge they need to allow them to make financial decisions that they understand and will feel confident about making.
As independent advisors, we are able to partner with the best names in the industry in order to bring the best possible solutions forward. We are not obligated to “sell” from one specific company in any given scenario. We partner with some of the most reputable and financially stable names in the financial services industry in order to provide our clients with highest quality of service possible.
When working with a Gross Investments advisor, business is not transactional. We are focused on forging a strong relationship with our clients and establishing trust and a mutual understanding before moving forward in the planning process.
Once we have the foundation laid and we have a clear view on what needs to be accomplished, we are able to move forward on implementing a plan that is tailored to the clients’ needs. After we implement your plan and put a strategy in place, we are constantly monitoring the progress and performance of that plan, and making adjustments when necessary.
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Your first consultation is free.
Gross Investments LLC
Address
3812 Pearl Rd Unit 20
Medina, Ohio 44256
Contact
WARRANTIES & DISCLAIMERS - There are no warranties implied.
Gross Investments LLC (“RIA Firm”) is a registered investment adviser located in Medina, OH. Gross Investments LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Gross Investments LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Gross Investments LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Gross Investments LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Gross Investments LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Gross Investments LLC, please contact the state securities regulators for those states in which Gross Investments LLC maintains a registration filing. A copy of Gross Investments LLC’s current written disclosure statement discussing Gross Investments LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Gross Investments LLC upon written request. Gross Investments LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Gross Investments LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Market Guard’s® model portfolios utilize a tactical asset allocation model with the purpose of assessing individual positions in the portfolio, and depending on model chosen, signal a possible opportune time to sell, buy or hold the underlying exchange traded fund (ETF). It is not a stop loss, nor does it guarantee against any loss in the model or account. It is not responsible for any tax implications that may result due to the trading of the holdings.
Insurance and Annuity products are offered through WestPoint Wealth Management and Gross Insurance. Gross Investments and WestPoint Wealth Management are unaffiliated firms. Gross Investments and Gross Insurance are affiliated firms. Font
