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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.

Widows, widowers, retirees, divorcees, people with newly-added wealth

The transition in your life has brought with it a higher level of wealth to be managed. You might be on familiar ground but wishing to maintain your focus on other areas of your life. Or your new responsibilities have brought you many new decisions in unfamiliar areas.

You might want systematic or more personal money management. At Greenleaf, you get them together. Whatever your circumstances or concerns, we can help you sort through your options and establish an investment management portfolio that meets your needs and goals—and keeps your holdings in your comfort range.

You’ll find we are a local, personal and independent investment manager and counselor that works for you.

Pension, IRA and other asset rollovers

It’s one thing to gradually accumulate wealth, making a series of smaller choices along the way. It is another thing to shift all or much of your wealth at one time. Typically, your most significant income-producing years are behind you. The choices suddenly feel larger.

Those going through the same transition find investment management gives them more control over their income and capital gains than would be possible with mutual fund investments alone. And of course, Greenleaf gives you personal and local service—people you can meet with and speak with regularly.