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Working Hard for the Everyday investor

Our Services

GPS is the investment adviser to the Sector Rotation Fund. Mark Grimaldi and Joe Visconti are investors in the fund. GPS offers personalized advice and portfolio management for individuals, retirement plan management for businesses, and insurances services for individuals and businesses. Since 1996, we have helped hard-working, everyday people to invest for their future. The core team at GPS has stayed the same for over two decades, providing continuity and stability against the ever-changing macroeconomic climate for our clients. We are committed to helping clients identify, develop and understand their financial goals – then developing investment strategies focused on those goals.

How It Works

1Listen

We get to know your goals, risk tolerance and values to better create a portfolio that suits your circumstance.

2Allocate

We allocate your portfolio in diversified no-load mutual funds and ETF funds that suit your objective, time horizon and risk tolerance.

3Monitor

We continue to analyze the macroeconomic environment and the market at large to rebalance your portfolio as needed.

All GPS clients will receive monthly statements directly from the third-party custodian of their account.  GPS recommends the use of Charles Schwab & Company, Inc. to serve as the custodian through our relationship in the Schwab Institutional program.

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Sector Rotation Fund (NAVFX)

GPS is the investment adviser to the Sector Rotation Fund.  Mark Grimaldi and Joe Visconti are investors in the fund. 

NAVFX is a no-load mutual fund. It invests in shares of exchange-traded funds with the objective of capital appreciation by the proper selection of sectors based on market, economic and political factors. GPS has been managing the fund since inception and the fund is rated five stars by Morningstar.*

*Morningstar rankings are based solely on prior performance, but do not guarantee future success nor should they be relied on exclusively for making investment decisions.

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Account Types

GPS offers different types of accounts to help you meet your financial goals – whether it’s saving for retirement, providing for your children’s education, or saving for a big purchase, we have a plan for you.

Individual Accounts

Brokerage, joint or individual accounts

IRA

Contribution or Rollover Roth, SEP and SImple

College Savings

College Savings******

401K

Management of existing account or open a new account

Corporate

Partnerships, trusts and charitable organizations

Retirement Plans for Business

Providing retirement plan options for employees not only benefit plan participants, it can also help employers invest for retirement and lower taxes. Choosing an appropriate provider, custodian, administrator, and record-keeper can be time-consuming and overwhelming. GPS provides straightforward solutions that fit the needs of your business, and show you paths to make the most of your plan.

How It Works

1Investment Management

We offer flexible plan structures, allowing sponsors to create plans that meet the needs of the business.

2Third-Party Administration

We connect sponsors with the right custodians, third-party plan administrators and record-keepers, alleviating sponsors from cumbersome administrative work.

3Participant Education

We offer in-person and virtual financial advice, planning and education to participants as part of our plan service.

Learn More

Find out how GPS can help you start offering retirement plans for your business.

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Insurance Services

As an independent insurance broker, we are available to help you secure quality coverage from third-party insurance providers with competitive rates.

Insurance Types

IndividualBusiness
LifeYesYes
Disability IncomeYesYes
Long-Term CareYesYes
HealthYes
DentalYes
VisionYes

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