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.
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.
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.
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
| Individual | Business | |
|---|---|---|
| Life | ||
| Disability Income | ||
| Long-Term Care | ||
| Health | ||
| Dental | ||
| Vision |