We monitor all investments based on your Investment Policy Statement.
Plans are only as good as their fulfillment. Without disciplined, ongoing study and evaluation, your investments lack direction or oversight. Only through our vigilant investment monitoring and optimization can your investment portfolio best realize its potential.
DISCIPLINE #2 - INVEST
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:
Greenport also monitors and adjusts client accounts based on individual circumstances, such as:
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.