Investment management and counsel services

Greenleaf Investment Management and Counsel serves those who demand a coherent, unshakable and time-proven approach to wealth preservation and creation. Clients include individuals, families, companies and institutions. We are dedicated to providing you with comprehensive services for:

• Investment management

• Investment planning & counsel

In addition, we partner with our clients‘ other advisors in the following areas:

• Asset protection

• Tax planning

• Trust analysis and structure

• Estate strategies and planning

• Specialized financial and benefits planning

• Insurance

• Legal issues

• Selective other areas

Straightforward fees

Our fee structure is straightforward: we are paid a percentage of investment assets under management. This aligns our interests with yours. We create portfolios precisely suited to your needs and buy and sell investments when it favors you.

Unlike brokerages, we do not earn revenue on the buying or selling of securities. Unlike many mutual funds, we charge no front-end, back-end, loads or other hidden fees. We have no incentive to sell you any investment product.

In addition, your investment management costs at Greenleaf are usually less than would you would pay in mutual fund fees and much less than the fees embedded in annuity contracts.

If you are looking for an advisor that seeks growth but recommends wealth protection first—one that holds steadfast against the trends and hot “tips” of the day—please consider contacting one of Greenleaf’s wealth management professionals.