We make all investment decisions based on our solid research process.
Greenport Financial Advisers doesn't "play" the market, because your investments aren't made with play money. We don't operate on hunches or follow fads. Our investment research process is designed to help us make informed decisions for greater investment achievement. The first key to the Greenport disciplined difference is your Investment Policy Statement. The second is a deliberate methodology built around modeling and insight.
DISCIPLINE #2 - INVEST
Greenport Financial Advisers utilizes a sophisticated, highly structured asset allocation model in designing, deploying and monitoring investment portfolios. We perform extensive investment research prior to purchasing anything in your portfolio and we monitor these investments on a daily basis:
We primarily buy actively managed open-end mutual funds
We believe owning properly researched actively managed funds is the best course to reach your desired outcome in most cases:
We use multiple sources of research
Our investment research process not only helps bring to light some of the best funds to purchase for our clients' portfolios, it is also used to support those decisions in an ongoing manner. The more sources we have, the more corroborating value we'll gain in support of the investment decisions we make on your behalf:
We monitor all investments continually
No matter how great our research and how insightful the investment decision, we remain steadfast in keeping your investment portfolio aligned to your plan and our agreed-upon 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.