Investments
Mutual Funds - Mutual funds are primarily used for our clients to get exposure to a certain sector of the stock market, or to track a major index while helping us eliminate single stock / business risk. The price of a mutual fund does not fluctuate during market hours, but is calculated at the end of trading based on its net asset value (NAV). With our primary custodian Charles Schwab & Co, we are able to offer hundreds of No load, no fee mutual funds to our clients.
Exchange Traded Funds - Depending on the investor, exchange traded funds or ETF’s are primarily used for our clients to get exposure to a certain sector of the stock market, or to track a major index while helping us eliminate single stock / business risk. ETF’s fluctuate in value during market hours, and trade just like an individual stock would on the market. A majority of the ETF’s that we use have no transaction fees, however will carry a small internal expense ratio.
Individual Stocks - Depending on a client’s overall strategy, risk tolerance, and understanding of the market we may have have stocks take up anywhere from 20% to 100% of an overall portfolio. Individual situations, reasons and strategies of course vary. Most commonly, an individual stock portfolio creates the highest opportunities for aggressive investment growth, along with a higher amount of volatility and risk.
Annuities - Fixed annuities and fixed indexed annuities are products that allow us to create growth while protecting our principal value of money. Fixed indexed annuities in particular will participate in the upswings of the market or underlying index, and will not lose principal value in a downturn. Annuities can be used as a tax deferred long term savings and growth program, or can be used to create income for yourself in retirement. Annuities are typically for the more conservative, to moderate conservative minded investors.
Life Insurance - Life insurance pays out a lump-sum of money on the death of the insured person or people. While this is the primary purpose of life insurance, there are many living benefits to owning permanent life insurance for yourself. If structured properly, this product can provide tax free cash when you need it, or be a supplement to your retirement income. It can also be a strategic stepping stone in business funding, business planning or succession planning.
Market Guard - A proprietary investment methodology that utilizes a non-emotional, methodical, mathematical approach to investing. Check out the Market Guard Tab to learn more.
Regular Assets under management pricing
*For details on pricing, please contact an advisor directly. Pricing may vary, and is negotiable under certain circumstances.
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Gross Investments LLC
Address
3812 Pearl Rd Unit 20
Medina, Ohio 44256
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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
