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Easy access to your Greenleaf portfolio manager and
clear reporting on your assets under management

We want you to be fully informed and up-to-date with how your wealth is managed.

When you engage us as your investment manager and counselor, we begin with initial meetings to fully understand your requirements and explain our recommendations for preserving and growing your assets.

Your access to Greenleaf's investment professionals continues when your portfolio is established. We are available to you and your advisors in person, by phone and by e-mail. We encourage you to contact us at any time with questions, concerns and what-ifs.

Local to serve you

We maintain offices in Shaker Heights, Ashtabula and Boca Grande (winter months or by appointment) for your convenience. This open access enables you and your family to enjoy wealth and investment management programs tailored to your situation, concerns and requirements, even as your life and circumstances change.

Clear quarterly communications

Every Greenleaf client receives regular, comprehensive and clear reports and position summaries. This is in addition to information you receive directly from your custodial account companies. We believe you'll find this transparent reporting a refreshing difference.

Your quarterly Greenleaf reports include:

• A letter reviewing your investments
• A portfolio appraisal statement with market value, cost and estimated annual income
• A list of all purchases and sales during the quarter
• A summary of account performance during the quarter
• A copy of your Greenleaf invoice explaining how your investment management fee is calculated
• Customizable reporting options as you might request

Organized to serve you well—and efficiently

From research and trading to portfolio management to client communications, we’ve organized our business to ensure we are attentive to your ongoing priorities and immediate needs. We continue to work diligently to have in place the people and systems required to serve you well and efficiently.

If you have any questions about your Greenleaf services, please do not hesitate to bring it to our attention.