The Investment Policy Statement maps your personal investment course.
Discipline requires direction. Greenport works with you to establish that direction and we don't invest a single dollar until that happens. We say, "Plan to Live Well" because it starts with "Plan." Greenport Financial Advisers meets with you to create your personal Investment Policy Statement - based on a disciplined, long-term approach - and then provide discretionary portfolio management. We agree on the goals and Greenport takes it from there.
DISCIPLINE #1 – PLAN
Your Investment Policy Statement is made with you and for only you. Our in-depth discussion:
We both sign the Investment Policy Statement and then Greenport works on your behalf to:
Greenport's compensation is derived exclusively from fees paid directly from our clients:
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.