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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.

Endowment and retirement funds

Greenleaf’s organizational clients typically have many responsibilities in addition to overseeing their organization’s retirement or endowment funds. You want an experienced and systematic investment manager that tailors your holdings to your institution’s objectives.

You want more than performance. You’ve decided how you want your organization’s money invested overall. If you are dividing funds among multiple investment managers, you want each of them to remain true to form. If we are managing all you funds, and we do for many clients, you want us to remain true to your objectives for asset allocation and risk management.

At Greenleaf, we’ve been following the same value-driven approach for more than three decades. We invest to stay comfortably ahead of inflation. We know how to stay within our client’s plans.