We help you make the right choices.
You may want an independent financial evaluation of an investment, whether it is private equity, real estate, or a structured note. Some investments have become quite complicated. We will review information on any investment, and give an opinion on value, suitability, risks (and how you may be able to reduce your risk). Where possible, we will simplify and explain any other characteristics of an investment.
We schedule a no cost, no obligation, confidential meeting to understand the scope of the work. Grandview Investment Advisors provides an estimate of the work involved and a description of the requested analysis. Costs are billed either at a quoted fixed price or hourly rate.
We will give advice as opportunities arise, including:
- Weed out bad deals.
- Share our view of investment risks.
- Your ability to make an informed investment.