Discretionary Investment Management - Directing Your Future Success

We make all investment decisions based on your personal Investment Policy Statement.

You relax while we steer. Our discretionary investment approach means we manage the whole process. In the first step, we collaborate with you to create your personal Investment Policy Statement. Once you approve, we both sign it, and you give Greenport Financial Advisers the authority to build your portfolio. Instead of a typical advisory approach, Greenport follows our agreed-upon goals and principles to manage the portfolio, making the decisions rather than bother you with every choice.

DISCIPLINE #2 - INVEST

  • we take full responsibility
  • your Investment Policy Statement holds us accountable

With our discretionary investment management responsibility, we don't advise. We act.

We take full responsibility.
We select and manage the securities in your portfolio:

  • predicated on your reliance upon our expertise
  • subject to your personal Investment Policy Statement and any other written guidelines which you provide us 

Your Investment Policy Statement holds us accountable.
Once the portfolio is built, we  address changes based on your individual circumstances:

  • ongoing supervision of your investments
  • rebalancing of your portfolio as required
  • periodic review with you to ensure your life circumstances remain aligned to your Investment Policy Statement

Greenport isn't for everyone, but we may be right for you. If you want investment discipline instead of everyday responsibility, contact us online or call 1.800.430.8800 for a free consultation.

Bill Griffing

Doug Griffing

Denise Downard

Jim Pennetti

Kulanan Monroe