Made-to-order investment portfolios and services

As an independent investment and wealth management firm, we have the freedom to develop wealth management programs and investment portfolios specifically for you. Our approach is custom, not just customized.

We also have the flexibility to manage and report on your accounts and serve you in the way that works best for you.

Your needs are different: Your investments should be as well

Each client is different. Some want more risk. Some prefer less. Some need current income. Others need guidance managing the tax consequences of their investments.

Because we get to know you and stay current with your needs, your Greenleaf investment portfolio can be created and maintained in accord with your risk, liquidity, income and total return objectives. When your situation or market conditions change, we adjust your holdings.

Typical client portfolios include a diversified selection of stocks and bonds that meet our investment criteria and your needs. Under the right circumstances, and in moderation, we will recommend potentially higher growth and risk investments. This might include high-yield bonds, venture capital, international investments or covered call option-writing strategies. Such investments are held in accord with your situation—and your ability to sleep comfortably with the risks.

Services suited to you

Our clients range from young entrepreneurs to widows and widowers in their nineties. Each has his or her own style, interests and level of investment sophistication. Some want to meet regularly. Others are content to review their quarterly reports. Some want details. Others prefer an overview.

We have the flexibility to meet these varying client service requirements. We can customize reports and coordinate with your other advisors. While we might not be able to accommodate every request, we encourage you to bring your particular needs to our attention so that we can discuss what is feasible..

Keep your money where you prefer

Greenleaf is a non-custodial investment manager. Your funds remain with the financial institution or brokerage of your choice. We have negotiated attractive custodial and brokerage services and rates with selected institutions and make these available to clients.

Almost always, these arrangements enable our clients to lower their costs for these services.

No matter which institution you choose, we receive no commissions or fees from custodial account or brokerage service providers..