Gross & Hartman Investments is a money management and investment consulting firm. We manage stock and bond portfolios and provide consulting services that include:  retirement planning, asset allocation, manager selection, stock selection, college planning and risk analysis.

As a small business, Gross & Hartman Investments has the ability to tailor decisions to the client's individual needs using our 25+ years of experience in financial advising.

Industry: Financial Services
Company Size: 2-10 employees

Gross & Hartman Investments LLC

Savvy Admin PROD

About G&H InvestmentsLocated in Leola, just outside Lancaster, G&H Investments offers a refreshing alternative to large financial firms. For more than 35 years, we’ve delivered investment guidance grounded in integrity, insight, and personalized service. Today, we manage over $500 million in assets for clients across the country.

Our services meet clients wherever they are in their financial journey and include: Investment Management & Consulting, Asset Allocation & Portfolio Analysis, Retirement Planning, Manager Selection, Risk Analysis, and College Savings Strategies. Every strategy is customized — never cookie-cutter — and tailored to each client’s unique goals.

We serve a diverse range of clients, from young professionals investing for the first time to ultra-high-net-worth families managing complex wealth.

Founded by Don Gross more than 35 years ago, the firm is built on trust, personalized care, and long-term success. Today, that legacy continues under Bret Hartman, CFA, who trained under Don and leads with a client-first philosophy — balancing time-tested principles with modern financial strategies.

About the PositionG&H Investments is seeking a motivated Investment Analyst to work closely with our Portfolio Managers and Client Service Analyst to help clients achieve their long-term financial goals. This role offers hands-on experience across the investment management process, including asset allocation, risk analysis, due diligence, and ongoing portfolio monitoring. The analyst will also support client service functions and gain a deep understanding of the RIA landscape.

Key Responsibilities·       Support and enhance existing client service workflows

·       Evaluate client investments through an organized, detail-oriented process

·       Maintain asset allocation models and assist with portfolio rebalancing

·       Utilize financial, tax, and investment reporting software

·       Participate in frequent meetings with Portfolio Managers to optimize portfolios and generate new ideas

·       Collaborate with our network of client accountants

·       Prepare and maintain due diligence reports

·       Continuously monitor and optimize client investment portfolios

·       Build industry relationships to source new investment ideas

·       Conduct investment research across multiple asset classes

·       Improve and refine internal investment processes

·       Assist with the preparation of client investment reports

·       Perform day-to-day administrative tasks as needed

·       Work closely with select high-net-worth (HNW) clients

Qualifications·       Undergraduate degree required

·       A commitment to complete appropriate securities exams (Series 65, within 6 months)

·       Minimum 2+ years of relevant investment or financial experience

·       Potential professional certification development – (CFP, CFA)

·       Demonstrated investment acumen and understanding of key concepts and strategies

·       High integrity, strong work ethic, and intellectual curiosity

·       Proactive mindset with interest in long-term career growth within the investment industry

Compensation & Benefits·       Competitive salary

·       Profit sharing

·       Retirement benefits

·       Paid Time Off (PTO)

Investment Analyst

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