{"id":201,"date":"2022-12-28T21:39:51","date_gmt":"2022-12-28T21:39:51","guid":{"rendered":"https:\/\/96.127.148.2\/~greenportfa2022\/dev2022\/?page_id=201"},"modified":"2024-01-26T13:08:16","modified_gmt":"2024-01-26T13:08:16","slug":"discretionary-investment-management","status":"publish","type":"page","link":"https:\/\/greenportfinancial.com\/discretionary-investment-management\/","title":{"rendered":"Discretionary Investment Management"},"content":{"rendered":"<div id=\"pl-201\"  class=\"panel-layout\" ><div id=\"pg-201-0\"  class=\"panel-grid panel-has-style\" ><div class=\"siteorigin-panels-stretch panel-row-style panel-row-style-for-201-0\" data-stretch-type=\"full\" ><div id=\"pgc-201-0-0\"  class=\"panel-grid-cell\" ><div id=\"panel-201-0-0-0\" 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-c67d20f9f743-201\"\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-husband-wife-performance-review-1200x500-2.jpg\" width=\"1200\" height=\"500\" srcset=\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-husband-wife-performance-review-1200x500-2.jpg 1200w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-husband-wife-performance-review-1200x500-2-300x125.jpg 300w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-husband-wife-performance-review-1200x500-2-1024x427.jpg 1024w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Bill-husband-wife-performance-review-1200x500-2-768x320.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" title=\"Bill-husband-wife-performance-review-1200&#215;500-2\" alt=\"Greenport Financial Advisers\" \t\tclass=\"so-widget-image\"\/>\n\t<\/div>\n\n<\/div><\/div><\/div><\/div><\/div><div id=\"pg-201-1\"  class=\"panel-grid panel-has-style\" ><div class=\"panel-row-style panel-row-style-for-201-1\" ><div id=\"pgc-201-1-0\"  class=\"panel-grid-cell\" ><div id=\"panel-201-1-0-0\" 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;\">North Canton 401k, Roth, IRA, SEP, 403B<\/span><\/h1>\n<h2>Discretionary Investment Management - Directing Your Future Success<\/h2>\n<p><strong>We make all investment decisions based on your personal Investment Policy Statement.<\/strong><\/p>\n<p>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 <a href=\"https:\/\/greenportfinancial.com\/investment-policy-statement\/\">Investment Policy Statement<\/a>. 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.<\/p>\n<hr \/>\n<p style=\"color: #0e79ba; font-weight: bold; border: solid 1px #0e79ba; padding: 10px;\">DISCIPLINE #2 \u2013 INVEST<\/p>\n<ul>\n<li><span style=\"color: #0e79ba;\">we take full responsibility<\/span><\/li>\n<li><span style=\"color: #0e79ba;\">your Investment Policy Statement holds us accountable<\/span><\/li>\n<\/ul>\n<hr \/>\n<p>With our discretionary investment management responsibility, we don't advise. <strong>We act.<\/strong><\/p>\n<p><strong>We take full responsibility.<\/strong><br \/>\nWe select and manage the securities in your portfolio:<\/p>\n<ul>\n<li>predicated on your reliance upon our expertise<\/li>\n<li>subject to your personal Investment Policy Statement and any other written guidelines which you provide us<\/li>\n<\/ul>\n<p><strong>Your Investment Policy Statement holds us accountable.<\/strong><br \/>\nOnce the portfolio is built, we address changes based on your individual circumstances:<\/p>\n<ul>\n<li>ongoing supervision of your investments<\/li>\n<li>rebalancing of your portfolio as required<\/li>\n<li>periodic review with you to ensure your life circumstances remain aligned to your Investment Policy Statement<\/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>North Canton 401k, Roth, IRA, SEP, 403B Discretionary Investment Management &#8211; Directing Your Future Success We make all investment decisions based on your personal Investment&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>North Canton 401k, Roth, IRA, SEP, 403B | Greenport Financial Advisers<\/title>\n<meta name=\"description\" content=\"You relax while we steer. 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Our discretionary investment management approach means we manage the whole process. 401k, Roth, IRA, SEP, 403B.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/greenportfinancial.com\/discretionary-investment-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Greenport Financial Advisers\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/GreenportFinancialAdvisers\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-26T13:08:16+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/greenportfinancial.com\/discretionary-investment-management\/\",\"url\":\"https:\/\/greenportfinancial.com\/discretionary-investment-management\/\",\"name\":\"North Canton 401k, Roth, IRA, SEP, 403B | Greenport Financial Advisers\",\"isPartOf\":{\"@id\":\"https:\/\/greenportfinancial.com\/#website\"},\"datePublished\":\"2022-12-28T21:39:51+00:00\",\"dateModified\":\"2024-01-26T13:08:16+00:00\",\"description\":\"You relax while we steer. 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