GVA Asset Management Manage client assets through intelligent investing with GVA Asset Management. Access Proprietary Research & In-house Asset Management Models Built for GVA Advisors Headquartered in Berwyn, PA, our full-time, in-house team is dedicated to helping you manage client asset allocation, integrate industry-leading research, and report audited performance – without having to put in the hours yourself. Industry Experts on Speed Dial Join GVA’s Select Advisor Group and meet monthly with experts in the industry to discuss current market conditions, asset allocation strategies, and insights on the global economy. Read More Leverage our operations team to run comparison reports, gather client information, establish and maintain accounts, populate paperwork, process requests, track notifications, set up client portals, track RMDs, and more! Show Less Integrated Technology That Works for You Accessing audited performance has never been easier. Whether you’re looking for monthly, quarterly, or annual reports, our team delivers what you need, when you need it. Read More GVA advisors are set up with fully integrated data feeds with Orion Advisor Services and access to Orion Risk Intelligence. Plus, utilize your full Salesforce license with custodian data feeds to streamline communications between GVA Asset Management and your office. Show Less Investment Models Designed for Your Clients Our team manages a variety of investment models for our advisors to choose from ranging from all-stock to fully diversified allocations. Read More Our rebalancing and model change materials provide full visibility into our strategies to help you better communicate key allocation updates with your clients. All of this is managed with easy, all-in pricing and no additional ticket charges. Show Less Equity Models Core Equity Defensive Equity Momentum Equity APEX Equity 99% Equity / 1% Cash The Core Equity strategy targets growth and income by selecting quality stocks with strong balance sheets, consistent earnings, and low volatility, aiming for low turnover and capital appreciation while managing downside risk. It is most appropriate for investors who seek heavy exposure to the market and have a long-term horizon (generally 10+ years) and do not need immediate access to the money invested. This aggressive strategy invests in roughly 30 stock positions with a small weight allocated to cash. The Core Equity strategy is generally allocated to 99% equity and 1% cash. 99% Equity / 1% Cash The Defensive Equity strategy seeks to provide market-like performance with an emphasis on downside protection in declining markets and dividend income generation. It is most appropriate for investors who seek market exposure but strongly value downside protection with a long-term time horizon and do not need immediate access to the money invested. This strategy invests in roughly 20 stock positions with a small weight allocated to cash. The Defensive Equity strategy is generally allocated to 99% equity and 1% cash. 99% Equity / 1% Cash The Momentum Equity strategy emphasizes long-term capital appreciation by focusing on stocks with strong price momentum coupled with quality and low volatility factors. It is most appropriate for investors who prioritize growth over income and are looking to take advantage of market trends. This strategy invests in roughly 20 stock positions with a small weight allocated to cash. The Momentum Equity strategy is generally allocated to 99% equity and 1% cash. 99% Equity / 1% Cash The APEX Equity strategy is an equal weighted fusion of our three main stock models: Core Equity, Defensive Equity, and Momentum Equity. It is most appropriate for investors who strive for a multi-faceted portfolio strategy that combines multiple asset classes for optimal risk-return tradeoff. This strategy invests in roughly 70 stock positions with a small weight allocated to cash. The APEX Equity strategy is generally allocated to 99% equity and 1% cash. ETF & Blend Models Conservative Moderate Balanced Growth Income Growth Aggressive 25% Equity / 75% Fixed Income The Conservative strategy provides the lowest risk-for-return option. It focuses on ultra-low risk to help provide preservation of capital through a heavy weighting to fixed income. It is most appropriate for investors who are primarily risk averse and have a very short-term time horizon, generally less than five years. This strategy will generally provide more income than growth and is more suitable for investors who desire a steady stream of income over any expectation of capital appreciation. The portfolio in this strategy generally holds cash and cash equivalents and high-quality fixed-income instruments. The Conservative strategy is generally allocated to 25% equity and 75% non-equity including fixed income. 40% Equity / 60% Fixed Income The Moderate strategy is designed to provide more stability and less risk. It is meant for an investor who is drawn away from average risk. It provides a tilt towards conservative for the investor who seeks the stability of fixed income over the variability of equity. Therefore, this strategy allocates higher weight to fixed income versus equity growth investments. The Moderate strategy is generally allocated to 40% equity and 60% non-equity including fixed income. 60% Equity / 40% Fixed Income The Balanced strategy is a mix of equity and fixed income across the growth and income spectrum. This strategy is more suitable for an average longer-term risk tolerance, not too aggressive but not too conservative. It is meant for investors with an intermediate to a longer time horizon, generally in the 5 to 10-year range. The overall goal of this strategy is to provide both capital appreciation and income generation. Investors who seek this strategy are attracted to the balance of risk for the return they receive. The Balanced strategy is generally allocated to 60% equity and 40% non-equity including fixed income. 70% Equity / 30% Fixed Income The Growth Income strategy is intended for a more risk-tolerant investor aiming to provide capital appreciation and growth. Similar to the Balanced strategy, the Growth Income strategy is a mix of equity and fixed income across the growth and income spectrum. It is meant for investors with an intermediate to a longer time horizon, generally in the 5 to 10-year range. The overall goal of the strategy is to provide both capital appreciation and income generation while marginally enhancing equity exposure for the more risk tolerant investor. Investors who seek this strategy are attracted to the balance of risk for the return they receive while willing to slightly increase their exposure to risk and return. The Growth Income strategy is generally allocated to 70% equity and 30% fixed income. 80% Equity / 20% Fixed Income The Growth strategy is intended for those who desire a higher level of risk, yet still prefer to remain slightly below the highest level of risk. The focus of this strategy is long-term capital appreciation over a longer-than-average time horizon, generally in the 5 to 10-year range. Someone in this strategy can expect above-average volatility as the market rises and falls. However, the volatility will most likely be dampened compared to a riskier model due to a slightly higher weight to fixed income. The Growth strategy is generally allocated to 80% equity and 20% non-equity including fixed income. 99% Equity / 1% Cash The Aggressive strategy is suitable for those comfortable taking on the highest level of risk, have a long-term horizon (generally 10+ years), and do not need immediate access to the money invested. The investment objective is the appreciation of capital rather than the safety of principal or income generation. This more aggressive strategy invests in positions primarily held in stocks, ETFs, and stock mutual funds along with a small weight to bond mutual funds and/or bond ETFs. Meet the Investment Committee Evan Coffey Chair of Investment Committee Eric B. Parnell, CFA Vice Chair of the Investment Committee John F. Satterfield, CFP® Member of the Investment Committee Nick Dalessandro Member of the Investment Committee Paul Morrone CFP®, CPA/PFS, MSA Member of the Investment Committee Ricardo J. Ferreira Member of the Investment Committee Evan Coffey Chair of Investment Committee Evan is the Chair of the Investment Committee. He specializes in investment research and has a passion for finance and economics. Evan uses his strong work ethic and financial literacy to help manage GVA’s multi-asset portfolios, mitigate risk, and help coordinate wholesaler relationships. In the Spring of 2024, Evan graduated as valedictorian from Ursinus College with a BA in Finance and a minor in Management Studies. Evan took part in Finance Scholars and was a CEO of the Ursinus College Investment Management Company. Evan was also inducted into Phi Beta Kappa and Omicron Delta Epsilon during his time at Ursinus. Outside of his coursework, Evan was captain of the men’s golf team and worked on a year-long honors project focusing on the stock-bond correlation and how macroeconomic variables affect the relationship between the two asset classes. Prior to joining GVA full-time, Evan interned with GVA’s Asset Management team! During his time as an intern he focused on equity research, and shadowing wholesaler and advisor meetings. Under the guidance of the GVAAM team, Evan gained quality professional experience in the finance and asset management industry. Outside of Finance and Economics, Evan enjoys golfing, watching Formula 1 racing, going to Sixers games, and traveling with close friends and family. Eric B. Parnell, CFA Vice Chair of the Investment Committee Email Eric Parnell has more than 20 years of investment management experience. In 2005, he founded Gerring Capital Partners, a Registered Investment Advisor located in Pennsylvania and serving clients nationwide. Eric applies his expertise in finance and economics to manage multi-asset portfolios, mitigate risk, deliver advice that promotes informed decision-making, and facilitate investors achieving their short-and long-term investment goals. Prior to launching Gerring, Eric served as the Director of Investment Communications for SEI Investments and as an Economist at Moody’s Analytics. Eric is also an active member of the CFA Society of Philadelphia and the Global Interdependence Center. Eric is also a published author and appears in the financial media. He is a regular contributor to Seeking Alpha with articles focused on macroeconomic outlook and diverse asset class themes. He has published over 1,200 articles on Seeking Alpha since 2008 with many selected as Editors Picks, and has procured more than 30,000 followers on the platform. Eric has also appeared on CNBC, CNN, Money Matters TV, NPR-Marketplace, and CFA Magazine. In addition to his investment work, Eric is an Assistant Professor in the Business & Economics Department at Ursinus College, where he has served as a full-time faculty since 2014 teaching courses in finance, investments, economics, and research methods. Eric also launched the Finance Scholars program at Ursinus to prepare students to take the CFA Level I Exam after graduation. He also runs an annual CFA Ethics Challenge competition and has advised the Ursinus College CFA Research Challenge team to the Americas Regional Final in 2016 and the Philadelphia Final in 2022. Before teaching at Ursinus, Eric was a full-time visiting professor for nearly a decade in the Department of Economics & Finance at West Chester University. He was a five-time recipient of Outstanding Faculty Honors during his time at WCU. Eric is a Chartered Financial Analyst™ (CFA) Charterholder. He holds an MS Finance from Drexel University’s LeBow College of Business. Eric also graduated Magna cum Laude from Dickinson College with a BA Economics and a BS Mathematics and is a member of Raven’s Claw and Phi Beta Kappa. Eric lives with his wife Sherry and two sons Finn and Rowan in Glenmoore, PA. He is an active distance runner having completed nine marathons and fourteen half marathons among many other races over the years including fourteen top ten finishes and ten age group wins. John F. Satterfield, CFP® Member of the Investment Committee John joined Stonebridge Wealth Management in 2019 and is a partner in the firm. He is responsible for portfolio management, client relationships, and new business development. Previously, John worked at Stillwater Capital Advisors in Wayne, PA as Director – Client Relationships and V.P. – Investment Planning. He also worked as a Financial Advisor at Morgan Stanley in Berwyn, PA. John has 15 years of experience as a Financial Advisor. Prior to becoming a Financial Advisor, John worked in the broadcast television industry in General Management and Sales with CBS and Viacom. John is a Certified Financial Planner™ Professional. He holds the series 63 and 65 licenses. John lives in Wayne PA with his wife Janis. John graduated from Boston University with a major in Political Science and a minor in Philosophy. He is a graduate of The Hill School. John is Chairman of the Investment Committee of St. David’s Church in Radnor and a former Vestry member as well. John is co-founder of Seeking Hope, a group that supports parents of drug-addicted children. Nick Dalessandro Member of the Investment Committee Nick joined GVA in 2024 as Senior Trader on the GVA Asset Management Team. In this role Nick oversees trading functions, such as new account setup, portfolio rebalancing and monitoring, daily report reviews, and managing various trading workflows. Nick comes to GVA with 10+ years in the investment industry. He graduated from Fordham University in 2014 with a BS in Finance, and a concentration in Alternative Investments. He began his career in the private wealth management space before making a transition into portfolio management. Nick has spent the last 5-years overseeing risk-based model portfolios and acting as a resource for participating advisor networks throughout the United States. Nick lives in Philadelphia, PA, with his wife and daughter. Paul Morrone CFP®, CPA/PFS, MSA Member of the Investment Committee Paul is the second-generation owner of Nexa Financial Group, a firm founded by his father, Tom, in 1993. Since joining the firm in 2011, he has dedicated his career to helping clients pursue better financial outcomes through honest, collaborative and proactive advice. Paul is an active member of the finance community and has held various leadership positions at the Financial Planning Association of Connecticut. Prior to joining Nexa Financial Group, Paul worked at KPMG, one of the Big Four public accounting where he earned his CPA license. Paul is also a CERTIFIED FINANCIAL PLANNER® professional and Personal Financial Specialist®. He holds a BS in Accounting from Bentley University and a MS in Accounting from the University of Connecticut School of Business. Paul lives in Branford, CT with his wife, Jill, and their boys, Kyle and Ryan. Outside of the office, Paul enjoys all aspects of motorsport, playing golf and traveling with his family. Ricardo J. Ferreira Member of the Investment Committee Ricardo J. Ferreira is the Portfolio Manager at Paragon Wealth, a firm he co-founded with Charlie McNamara, III, and Phil Rosenau. Drawing on his passion for finance and a talent for solving complex financial challenges, Ricardo leads the firm’s investment strategies, ensuring clients receive personalized and forward-thinking solutions. A decorated U.S. Navy Veteran, Ricardo served at N.A.E.S. Lakehurst and aboard the USS George Washington, where he worked in aviation support. After his military service, Ricardo studied economics at Liberty University and began his financial career at Prudential Financial, where he met his future partners, Charlie and Phil. Outside of work, Ricardo enjoys spending time with his family. He is married to Tina, owner of Main Street Accounting & Tax, and they have two children. Active in his community, Ricardo participates in various local events and serves on the finance council at St. Jude Parish in Chalfont. A passionate runner, he can often be found competing in local 5k and trail races on the weekends. GVA’s Asset Management Team puts together timely, informative bulletins during periods of increased market stress. I find these to be substantive, enlightening, and appreciate their effort to provide Advisors the information they need to successfully run their practice and respond to clients in an informed way. Kenny D , CFP®, MSFS, ChFC®, CDFA, CKA®, GVA Advisor, Oklahoma The GVA Asset Management team’s knowledge and expertise of markets is invaluable. Their timely communications keep me informed, so I can not only stay on top of the ever-changing market landscape, but can also focus on servicing my clients and growing my business. Michael D. , ChFC,GVA Advisor,Pennsylvania GVA has helped us grow in many ways, especially when it comes to asset management. We work closely with the GVAAM team and plug into some of their in-house asset management practices, which has streamlined our practice and been very helpful. So without a doubt, GVA has helped us grow. Chuck B. , ChFC®, CLU, GVA Advisor, Minnesota *LPL Financial offers a program called the RIA Hybrid Investment Performance Oversight (HIPO) program. This is a structured program designed to allow RIAs an opportunity to have performance of investment models verified by an independent, third party auditor to allow their performance to be reviewed and approved in a controlled manner for public distribution. HIPO ensures that performance advertising materials are in line with the Investment Advisors Act of 1940 206(4) as well as LPL’s supervisory duties for the validation of performance computations, assets under management, composite, investment suitability and RIA record keeping requirements. In order to comply with the HIPO program, an RIA must engage an LPL-approved performance verification firm to perform an initial review and an annually recurring review of their performance advertising. Great Valley Advisor Group engaged the services of Alpha Performance Verification Services after confirming with LPL they are an approved firm. Alpha Performance Verification Services reviewed all GVA Asset Management performance, calculations and results for calendar years 2017, 2018, 2019, 2020, and 2021 and has confirmed that GVA Asset Management meets the requirements of the HIPO program on a firm-wide basis. A compliant presentation of GVA Asset Management’s results and a verification letter from Alpha Verification Services is attached here. Berwyn, PA 920 Cassatt Rd, Suite 202 Berwyn, PA 19312 (610) 296-7630 Wilmington, DE 1200 Pennsylvania Ave, Suite 202 Wilmington, DE 19806 (302) 483-7200 Braintree, MA 30 Braintree Hill Office Park, Suite 202 Braintree, MA 02184 (610) 296-7630 Boca Raton, FL 3837 NW Boca Raton Blvd, Suite 100 Boca Raton, FL 33431 (610) 296-7630