Dynamic Investment Monitoring - Providing The Tools to Reach Your Destination

As the responsible agent to ensure the alignment of your investment portfolio to your Investment Policy Statement, we take the day-to-day burden from our clients by maintaining diligent, active investment monitoring of each client account.

We monitor our clients’ accounts continually to:

• determine if the positions held are consistent with investment objectives and risk tolerance as stated in the Investment Policy Statement
• examine the holdings that comprise your portfolio to verify the adherence to the investments' stated objectives and investment philosophy

Greenport also monitors and adjusts client accounts based on individual circumstances, such as:

• contributions and withdrawals
• tax planning
• changes in risk/return objectives

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.