Grandview Investment Advisors is an investment advisor firm registered in the state of Colorado. We specialize in Independent Analysis and Portfolio Management on Separately Managed Accounts. We began serving clients on May 15, 2006.
The customer comes first at Grandview. We take the time to understand you, your needs, and invest or make recommendations in your interest. We are a fee-only based advisor… which means we do not have hidden incentives. Other types of financial professionals may be compensated by mutual funds, or have incentive to churn your account.
Grandview was founded in 2005 by Jonathan Holtzinger, CFA. Jonathan earned the right to use the Chartered Financial Analyst designation in 2004 while working as a Senior Financial Consultant for Anthem BlueCross and BlueShield Colorado and Nevada market segments (1997-2006). Prior to his engagement at BlueCross and BlueShield, Jonathan worked in Fund Accounting and Financial Operations for INVESCO Funds (1996-1997). Jonathan completed his Bachelor’s of Science in Finance from the University of Colorado, Boulder in 1996, and served as the Chartered Financial Analyst Advocacy Chair for the CFA Society of Colorado board of directors. Jonathan passed away on June 12, 2012.
Heather Holtzinger officially joined Grandview in 2011 and became the Principal of Grandview after Jonathan’s passing in June 2012.