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We customize a portfolio strategy based on your plan, focusing on long-term returns. Market volatility is hard to predict, so rather than market timing, we use the GHPIA Valuation Benchmark process to determine the relationship between risk and reward.

In developing your investment strategy, we account for several factors including your investment goals, time horizon, liquidity needs, risk tolerance, tax impact, economic conditions, and international exposure.

The GHPIA Investment Process

Compare opportunities and risks for Bonds, Stocks, Real Estate, and Commodities.
Analyze Valuations for Asset Classes, Sectors, and Individual Securities.
Examine Income Statements, Balance Sheets, and Cash Flows for Financial Risks.
Understand the Operating Risks for Companies and Industries.
Evaluate Economic Risks impacting our Portfolio Investments.
Study the risk of Product Obsolescence.
Understand the Political, Legal, Financial, and Economic Risks of Foreign Countries for our Investment Portfolio.

We Quantify and Measure Risk 

We created the proprietary GHPIA Valuation Benchmark to determine if a potential investment is overvalued, undervalued, high-risk, or low-risk.  We apply our investment process, which is proactive, quantifiable, and helps us identify when your risk may be getting too high for your investment strategy. Our advisors take the emotion out of investing.

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Our Fiduciary Duty

It seems like common sense; your financial advisor should work in your best interest. Isn’t that always the case? Not necessarily. Whether you choose to work with GHPIA or another advisor, we encourage you to know exactly what a fiduciary relationship means. As an Investment Advisor registered with the Securities and Exchange Commission (SEC), we maintain a higher standard than the suitability requirement for traditional brokers and insurance agents. For GHPIA, this fiduciary relationship with our clients is not a burden, it is the way we entered the field more than 20 years ago, and it is the way we will continue to treat our clients into the future. We establish a straightforward, transparent relationship where we work to find investment opportunities to help meet your financial goals.

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Market Perspectives

Gain key insights from our trusted and respected wealth managers. Keep up with current market conditions that may impact your financial future.

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