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Your Own Personal Economist

About

For over 30 years, Mark Grimaldi has applied his economic and political analyses to make economic forecasts and investment decisions. Impressed by the purity and power of compounded interest as a young child, he was called to help people navigate their financial futures. After studying economics, he launched his investment career with his own personal combination of economic and financial market principles. Ever since, Mark has relentlessly pursued deeper knowledge in macroeconomics and dedicated his time to educating and bettering the financial future of everyday people.

Mark Grimaldi and Joe Visconti co-founded Grimaldi Portfolio Solutions, an SEC Registered Investment Advisory firm, to provide personalized investment advice and management. Mark and Joe share the same passion for finding opportunities for financial growth. Since 1996, GPS has applied economic knowledge and proprietary quantitative modeling to find opportunities in any economic climate.

In addition to offering financial planning and investment management services, Grimaldi Portfolio Solutions has also put its core strategy in action as the advisor of The Sector Rotation Fund (NAVFX).

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Why Invest with GPS?

Transparent Structure

We charge a fee based on the client’s account balance. The better they do, the better we do.

The GPS Approach

We combine political and economic analyses with proprietary quantitative models to identify growth sectors.

Deep Market Knowledge

We have advised clients and managed portfolios through different economic climates and market cycles, and we apply that knowledge to better navigate volatility and opportunities.

Tax Efficient

We take overall returns seriously and our portfolio management is focused on tax efficient trading.

“We turn financial noise into investment music. Ultimately, we are committed to doing right by our clients. That means cutting through the macroeconomic and markets noise, to identify investment opportunities based on your unique and personal investment objectives.”

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Mark Anthony Grimaldi
Certified Fund Specialist
Chief Portfolio Manager

Email Mark Call 845.297.3500

Mr. Mark Anthony Grimaldi graduated from Albany State University in 1985 with a Bachelor of Arts degree in Economics. He is also a Certified Fund Specialist (CFS).

Mark began his career in investment management as an Investment Coordinator at Meyer Handleman Company in New York. He went on to serve as Director of Operations at Prime Financial Services, and in 1992, as Manager, Securities Operations at Marshall & Sterling Consultants, before becoming the Co-Portfolio Manager of ETFOX in 2008. In 2008, Mark assumed the role of Chief Economist and Fund Advisor of the Sector Rotation Fund (NAVFX).

Mark taught securities training classes at Dutchess Community College in Poughkeepsie and in 2014 published The Money Compass. His second book is releasing in 2019.

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Joseph V. Visconti
CLU, ChFC
Principal

Email Joseph Call 845.297.3500

Mr. Visconti is a graduate of Bradley University with a BS degree in industrial management. Mr. Visconti continued his education earning the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College.

Joe is a co-founder and principal of Grimaldi Portfolio Solution, Inc., and The Prestige Organization, Inc. Joe was a board member and past President of the non-profit Dispute Resolution Center which serves Orange, Putnam, Sullivan and Ulster, New York, counties. Joe has also served as board member and past president of a New York chapter of NAIFA (National Assoc. of Insurance and Financial Advisors) and a New York lodge of OSIA (Order of Sons of Italy in America).

 

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To find out more about Grimaldi Portfolio Solutions visit the SEC’s Investment Adviser Public Disclosure website.

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