G&h Investments

Gross & Hartman Investments, LLC, also known as G&H Investments, is a financial advisory firm located in Leola, PA. Established in December 2021, the firm offers two main advisory services: Investment Management Services and Consulting Services. Investment Management Services are provided on a full discretionary basis, including managing stocks, bonds, and mutual funds based on client objectives. Consulting Services are offered on an hourly basis for projects like retirement planning and asset allocation. G&H Investments has 114 clients, managing $501.4 million in assets as of December 31, 2024. For Investment Management Services, fees range from 0.25% to 0.75% based on the type of portfolio. Consulting Services are charged between $116 to $172 per hour. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, trusts, estates, and charitable organizations. There is no minimum account balance requirement, and clients have the option to grant full discretion or set limitations on trading activities. G&H Investments does not have custody of client funds, which are held at a brokerage firm. The firm's investment strategies focus on asset allocation, with a mix of stocks, bonds, and mutual funds tailored to meet client needs and risk tolerance. G&H Investments follows the Chartered Financial Analysts Code of Ethics and does not receive compensation from third parties for managing client investments.