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Serving your specific investment, wealth management needs

Preserving wealth Greenleaf style means investing to remain steadily ahead of inflation. It is an approach to managing risk that makes sense for practically everyone with significant financial worth.

You will be comfortable with Greenleaf as your investment manager if your preference is to preserve wealth first and seek growth second. If you wish the chase the highest possible return on your assets? You will most likely prefer another investment management firm.

Our clients tend to divide into somewhat similar groups, each with varying needs. We have evolved to serve each one. Described below, these groups are:

• Families, including those gaining responsibility for inherited wealth
• Executive and entrepreneurs
• Widows, widowers, retirees, divorcees and others with new wealth management responsibilities
• The special needs of those making pension, IRA and other asset rollovers
• Endowment and retirement funds
• Those seeking investment management services for their clients

Each group seeks to personal investment managers upon whom they can rely, but for different reasons. And although they might share an affinity for avoiding excessive risk, each person or organization has their own comfort level, circumstances, needs and goals. Our philosophy has always been to recommend and manage portfolios individually and tailor your holdings to you.

Executives and entrepreneurs

Creating wealth satisfies your soul and occupies your time. Building a business and making money is your focus. You want to delegate care of your assets to people with a systematic and well-founded approach to wealth management.

You are likely to be more inclined to seek slightly higher returns. Perhaps you want to increase your portion of equities or to add any of a number of more sophisticated investments to your portfolio. That can include high-yield bonds, venture funds and growth stocks, all within an overall balanced approach to your holdings.

As single-minded as you might be, your spouse and family might not share your willingness to risk all your wealth in a single endeavor. Logic tells you to create a safety net, reserves and income to tide over you.

Wealth transfer is in the back of your mind, but right now you are busy adding to your net worth. You value expertise, experience and performance over distance. You want an investment manager that allows you to focus elsewhere by keeping you informed.

At Greenleaf, we work with many executives and entrepreneurs as their wealth grows and later, as they begin to think more of retirement. Whether it is work, fun or family, we manage your money so you can focus on other things.

Attorneys, accountants, brokers and others managing their clients’ interests

At Greenleaf, we work directly or closely with professionals managing their clients’ interests. Please contact us to discuss whether Greenleaf might meet the needs of your client.