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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.

Families and individuals

Just about everyone, of course, has family. The distinction is where your primary concerns might be at this time:  your individual needs, family needs or both. The distinction usually involves additional strategies for transferring wealth to children and grandchildren while preserving a comfortable retirement for the parents.

Either way, you want investment planning and management.

For family issues, you want your investment manager to work closely with your attorney, accountant and other advisors to facilitate the tax issues of transferring or inheriting wealth. You want strategies that will provide the most good for the most people: you, your causes and your family.

Because your situation is unique, you want to work personally with a local firm.

And you want to be sure to address, as much as possible, the differing needs and comfort levels of family members. You want to work with an investment manager sympathetic to the needs and concerns of each individual within your overall investment framework.