Investment management,
planning and counsel for:


• Families and individuals

• Executives and
  entrepreneurs

• Retirees, widows
  and widowers

• Roll-over assets

• Endowment funds and
  corporate retirement plans
 

Directions and maps
803 Tower East
20600 Chagrin Boulevard
Shaker Heights, Ohio 44122
216.752.8900
Fax 216.295.2405

425 West Fourth Street
Boca Grande, Florida  33921
(December 1-March 30)
941.964.4485
Fax 941.964.4481
E-mail us

About    |    Services    |    People    |    Philosophy    |    News    |    Home

 

Personal, customized investment management and counsel
for those who seek to preserve and grow their wealth

     

When other investment firms talk performance, they talk about meeting or beating stock market indices like the Standard & Poor's 500. Yet few investment managers ever achieve this goal with consistency.

At Greenleaf, we follow a different path. We know the pursuit of higher returns increases the potential for reducing wealth. And we know most people with wealth dislike losses far more than they enjoy growth.

However you regard your hard-earned wealth, you'll want to learn more about how our approach to wealth preservation, combined with our custom portfolio development and personal service, can help you achieve your personal and financial objectives.

Reasoned, steady and time-proven

Greenleaf Investment Management & Counsel provides personal and  comprehensive investment management services to individuals and entities who demand a reasoned, steady and time-proven approach to wealth preservation. Clients include individuals, families, business owners, executives, corporations, retirement plans, endowments and non-profits. Read more about Greenleaf.

m

Gold in Your Investment Portfolio

Read Geof Greenleaf's memo to the investment staff on why gold makes sense in a diversified portfolio. 

6 Golden Rules for Building Wealth

Geof Greenleaf believes there are Six Golden Rules for Building Wealth every investor should take into account.

Growth that's appropriate for you

Do you like growth but prefer to reduce the risk of sudden or significant loses by increasing your wealth steadily?

How we can work for you

To learn more about how the Greenleaf investment management process and commitment to personal service can work for you, please go to these pages:


About   |   Services   |   People   |  Philosophy   |   News   |   Home