Greenport is your personal guide leading up to and during retirement.
Greenport is a steady, stable port in an unstable, stormy sea of investment noise and volatility. We believe it's about time people calm down when investing for their retirement. That takes discipline and a plan. Everything we do as your retirement guide - whether consolidating retirement plan accounts from former employers, designing and managing your retirement portfolio, or managing your cash flow needs in retirement - is based on your personal Investment Policy Statement. We agree on the goals and Greenport takes it from there.
DISCIPLINE #1 – PLAN
Personal Retirement Planner
Once we work together to establish your agreement, we act as your retirement planner by:
We also manage your cash-flow needs by:
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.