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