Gross Investments LLC

Gross Investments LLC provides advice to individual and high‑net‑worth clients through financial planning, project‑based consultations, and ongoing investment management services delivered in a fiduciary capacity. The firm operates as a fee‑based registered investment adviser and offers both discretionary and non‑discretionary management arrangements, with client participation emphasized for non‑discretionary accounts.

The firm documents client objectives with investment policy statements and generally favors long‑term, diversified portfolios built from mutual funds, ETFs and individual securities, using a mix of charting, fundamental, quantitative and technical analysis and periodic monitoring (at least quarterly). Gross Investments also uses third‑party model platforms (Market Guard™/Impact Partnership Wealth) for ETF and individual‑stock strategies, retaining supervisory oversight while sometimes delegating limited execution authority to the platform.

Noteworthy distinctions disclosed in the brochure include an affiliation with an insurance agency (Gross Insurance LLC) and that the firm’s advisers are separately licensed insurance agents, a relationship the firm identifies as a potential conflict of interest. The brochure also emphasizes the firm’s predominantly non‑discretionary client relationships and its disclosures about third‑party managers, registered funds and ETFs that may involve derivatives, leverage or borrowing, with associated risks called out for clients.