Opportunities and risk require equilibrium if they are to create and sustain wealth over the long term. Achieving such a delicate balance is no easy feat: it requires competent analysis, discipline and unclouded judgment. Greenleaf Trust adheres to strategic asset allocation targets and broad diversification across asset classes with varying correlations. Simply put, we devise and implement an intelligent plan, and then we stick to it, so you can sleep at night.
When it comes to your investments, Greenleaf Trust has absolutely no conflicts of interest. We have no proprietary investment products to promote, no rebates to be realized from any of our investment decisions, and no fees to be generated from our buy or sale transactions. Every equity and mutual fund in your portfolio is initially, and routinely thereafter, subjected to a stringent due diligence process.
Portfolio management is but one facet in our holistic wealth management strategy. We also help our clients consider and implement tax minimization strategies, retirement planning, and estate planning. In the hands of your client-centric team, these comprehensive tools enable and preserve long-term wealth.
Greenleaf Trust has the privilege of managing billions of dollars for qualified individuals, foundations, corporations and endowments. While respective client portfolios vary widely in scope of assets, we are best suited to manage relationships with investable assets of two million dollars or more.