Plan, Invest, Report
Written Investment Policy Statement (Plan)
We agree on the goals and Greenport takes it from there.
Discretionary Investment Management (Invest)
We make all investment decisions based on your personal Investment Policy Statement.
Face the facts and adjust as necessary. Periodic reviews keep us aligned.
You relax while we steer. Our discretionary approach means we manage the whole process.
Prearranged mutual checkups keep your goals and investments on the same course.
We monitor all investments based on your Investment Policy Statement.
Investment Policy Statement Review
Prearranged mutual checkups keep your goals and investment objectives on the same course.