{"id":120,"date":"2022-12-28T19:32:09","date_gmt":"2022-12-28T19:32:09","guid":{"rendered":"https:\/\/96.127.148.2\/~greenportfa2022\/dev2022\/?page_id=120"},"modified":"2024-01-26T13:16:33","modified_gmt":"2024-01-26T13:16:33","slug":"investment-policy-statement","status":"publish","type":"page","link":"https:\/\/greenportfinancial.com\/investment-policy-statement\/","title":{"rendered":"Investment Policy Statement"},"content":{"rendered":"<div id=\"pl-120\"  class=\"panel-layout\" ><div id=\"pg-120-0\"  class=\"panel-grid panel-has-style\" ><div class=\"siteorigin-panels-stretch panel-row-style panel-row-style-for-120-0\" data-stretch-type=\"full\" ><div id=\"pgc-120-0-0\"  class=\"panel-grid-cell\" ><div id=\"panel-120-0-0-0\" class=\"so-panel widget widget_sow-image panel-first-child panel-last-child\" data-index=\"0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-image so-widget-sow-image-default-c67d20f9f743-120\"\n\t\t\t\n\t\t>\n\n<div class=\"sow-image-container\">\n\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Doug-client-reports-1200x500-1.jpg\" width=\"1200\" height=\"500\" srcset=\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Doug-client-reports-1200x500-1.jpg 1200w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Doug-client-reports-1200x500-1-300x125.jpg 300w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Doug-client-reports-1200x500-1-1024x427.jpg 1024w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-Doug-client-reports-1200x500-1-768x320.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" title=\"Bill-Doug-client-reports-1200&#215;500\" alt=\"\" \t\tclass=\"so-widget-image\"\/>\n\t<\/div>\n\n<\/div><\/div><\/div><\/div><\/div><div id=\"pg-120-1\"  class=\"panel-grid panel-has-style\" ><div class=\"panel-row-style panel-row-style-for-120-1\" ><div id=\"pgc-120-1-0\"  class=\"panel-grid-cell\" ><div id=\"panel-120-1-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"1\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-editor so-widget-sow-editor-base\"\n\t\t\t\n\t\t>\n<div class=\"siteorigin-widget-tinymce textwidget\">\n\t<h1><span style=\"color: #000000;\">Financial Planner Near Me<\/span><\/h1>\n<h2>Investment Policy Statement - Mapping Your Journey Together<\/h2>\n<p>The Investment Policy Statement maps your personal investment course.<\/p>\n<p>Discipline requires direction. Greenport works with you to establish that direction and we don't invest a single dollar until that happens. We say, \"Plan to Live Well\" because it starts with \"Plan.\" Greenport Financial Advisers meets with you to create your personal Investment Policy Statement - based on a disciplined, long-term approach - and then provide discretionary portfolio management. We agree on the goals and Greenport takes it from there.<\/p>\n<hr \/>\n<p style=\"color: #0e79ba; font-weight: bold; border: solid 1px #0e79ba; padding: 10px;\">DISCIPLINE #1 \u2013 PLAN<\/p>\n<ul>\n<li><span style=\"color: #0e79ba;\">personalized to your specific goals and objectives<\/span><\/li>\n<li><span style=\"color: #0e79ba;\">agreed-upon Investment Policy Statement<\/span><\/li>\n<li><span style=\"color: #0e79ba;\">fee-only arrangement<\/span><\/li>\n<\/ul>\n<hr \/>\n<p><strong>Personalized<\/strong><br \/>\nYour Investment Policy Statement is made with you and for only you. Our in-depth discussion:<\/p>\n<ul>\n<li>examines your current financial situation<\/li>\n<li>defines your investment objectives<\/li>\n<li>sets your risk tolerance level<\/li>\n<\/ul>\n<p><strong>Agreed-Upon<\/strong><br \/>\nWe both sign the Investment Policy Statement and then Greenport works on your behalf to:<\/p>\n<ul>\n<li>build a customized portfolio<\/li>\n<li>manage with discretionary responsibility (we make the decisions based on the plan rather than bother you with every choice)<\/li>\n<li>coordinate with your attorney and\/or accountant, at your request, on tax planning, estate plans and multi-generational financial guidance<\/li>\n<\/ul>\n<p><strong>Fee-Only<br \/>\n<\/strong>Greenport's compensation is derived exclusively from fees paid directly from our clients:<\/p>\n<ul>\n<li>we don't receive any commissions on transactions<\/li>\n<li>we don't benefit from selling you investment products you don't want or may not need<\/li>\n<li>as a Registered Investment Adviser, we have a fiduciary responsibility to act in your best interests<\/li>\n<\/ul>\n<p>Greenport isn't for everyone, but we may be right for you. If you want investment discipline instead of everyday responsibility, <a href=\"https:\/\/greenportfinancial.com\/contact-us\/\">contact us online<\/a> or call <strong>330.433.1800<\/strong> for a free consultation.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Financial Planner Near Me Investment Policy Statement &#8211; Mapping Your Journey Together The Investment Policy Statement maps your personal investment course. Discipline requires direction. Greenport&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.3 (Yoast SEO v22.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Planner Near Me | Greenport Financial Advisers<\/title>\n<meta name=\"description\" content=\"Define your investment objectives with an Investment Policy Statement from Greenport Financial Advisers. 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