{"id":206,"date":"2022-12-28T21:45:41","date_gmt":"2022-12-28T21:45:41","guid":{"rendered":"https:\/\/96.127.148.2\/~greenportfa2022\/dev2022\/?page_id=206"},"modified":"2024-01-26T13:15:14","modified_gmt":"2024-01-26T13:15:14","slug":"research-process","status":"publish","type":"page","link":"https:\/\/greenportfinancial.com\/discretionary-investment-management\/research-process\/","title":{"rendered":"Research Process"},"content":{"rendered":"<div id=\"pl-206\"  class=\"panel-layout\" ><div id=\"pg-206-0\"  class=\"panel-grid panel-has-style\" ><div class=\"siteorigin-panels-stretch panel-row-style panel-row-style-for-206-0\" data-stretch-type=\"full\" ><div id=\"pgc-206-0-0\"  class=\"panel-grid-cell\" ><div id=\"panel-206-0-0-0\" 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-c67d20f9f743-206\"\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\/Doug-research-process-1200x500-1.jpg\" width=\"1200\" height=\"500\" srcset=\"https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Doug-research-process-1200x500-1.jpg 1200w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Doug-research-process-1200x500-1-300x125.jpg 300w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Doug-research-process-1200x500-1-1024x427.jpg 1024w, https:\/\/greenportfinancial.com\/wp-content\/uploads\/2023\/10\/Doug-research-process-1200x500-1-768x320.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" title=\"Doug-research-process-1200&#215;500\" alt=\"Greenport Financial Advisers\" \t\tclass=\"so-widget-image\"\/>\n\t<\/div>\n\n<\/div><\/div><\/div><\/div><\/div><div id=\"pg-206-1\"  class=\"panel-grid panel-has-style\" ><div class=\"panel-row-style panel-row-style-for-206-1\" ><div id=\"pgc-206-1-0\"  class=\"panel-grid-cell\" ><div id=\"panel-206-1-0-0\" 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 Financial Planner<\/span><\/h1>\n<h2>Investment Research Process - Informed Decisions for Greater Achievement<\/h2>\n<p><strong>We make all investment decisions based on our solid research process.<\/strong><\/p>\n<p>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.<\/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;\">actively managed open-end mutual funds<\/span><\/li>\n<li><span style=\"color: #0e79ba;\">multiple sources of primary research<\/span><\/li>\n<li><span style=\"color: #0e79ba;\">continuous monitoring of investments<\/span><\/li>\n<\/ul>\n<hr \/>\n<p>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:<\/p>\n<p><strong>We primarily buy actively managed open-end mutual funds<\/strong><br \/>\nWe believe owning properly researched actively managed funds is the best course to reach your desired outcome in most cases:<\/p>\n<ul>\n<li>individually selected while keeping appropriate levels of diversification and risk at the forefront<\/li>\n<li>allocated in a custom portfolio designed to meet your investment objectives<\/li>\n<\/ul>\n<p><strong>We use multiple sources of research<\/strong><br \/>\nOur 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:<\/p>\n<ul>\n<li>premier research and reporting software<\/li>\n<li>personal meetings with fund managers and\/or other fund representatives prior to selecting a fund and on an ongoing basis after we have begun to use a fund<\/li>\n<\/ul>\n<p><strong>We monitor all investments continually<\/strong><br \/>\nNo 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:<\/p>\n<ul>\n<li>determine if the positions held are consistent with the investment objectives and risk tolerance as stated in the Investment Policy Statement<\/li>\n<li>examine the holdings that comprise your portfolio to verify the adherence to the investments' stated objectives and investment philosophy<\/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 Financial Planner Investment Research Process &#8211; Informed Decisions for Greater Achievement We make all investment decisions based on our solid research process. Greenport&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":201,"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 Financial Planner | Greenport Financial Advisers<\/title>\n<meta name=\"description\" content=\"Greenport Financial Advisers makes all investment decisions based on a systematic research process - North Canton Financial Planner\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/greenportfinancial.com\/discretionary-investment-management\/research-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Research Process\" \/>\n<meta property=\"og:description\" content=\"Greenport Financial Advisers makes all investment decisions based on a systematic research process - 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