{"id":646,"date":"2023-10-18T16:53:10","date_gmt":"2023-10-18T16:53:10","guid":{"rendered":"https:\/\/greenportfinancial.com\/dev2023\/?page_id=646"},"modified":"2024-01-26T13:24:27","modified_gmt":"2024-01-26T13:24:27","slug":"overview","status":"publish","type":"page","link":"https:\/\/greenportfinancial.com\/overview\/","title":{"rendered":"Overview"},"content":{"rendered":"<div id=\"pl-646\"  class=\"panel-layout\" ><div id=\"pg-646-0\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-646-0-0\"  class=\"panel-grid-cell\" ><div id=\"panel-646-0-0-0\" class=\"so-panel widget widget_sow-headline panel-first-child panel-last-child\" data-index=\"0\" ><div\n\t\t\t\n\t\t\tclass=\"so-widget-sow-headline so-widget-sow-headline-default-1e79a628589b-646\"\n\t\t\t\n\t\t><div class=\"sow-headline-container \">\n\t\t\t\t\t\t\t<h2 class=\"sow-headline\">\n\t\t\t\t\t\tPlan, Invest, Report\t\t\t\t\t\t<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"decoration\">\n\t\t\t\t\t\t<div class=\"decoration-inside\"><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pg-646-1\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-646-1-0\"  class=\"panel-grid-cell\" ><div id=\"panel-646-1-0-0\" 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<p><strong><a href=\"https:\/\/greenportfinancial.com\/dev2023\/investment-policy-statement\/\">Written Investment Policy Statement (Plan)<\/a><br \/>\n<\/strong><\/p>\n<p><em>We agree on the goals and Greenport takes it from there.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/investment-policy-statement\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><div id=\"pgc-646-1-1\"  class=\"panel-grid-cell\" ><div id=\"panel-646-1-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"2\" ><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<p><strong><a href=\"https:\/\/greenportfinancial.com\/dev2023\/discretionary-investment-management\/\">Discretionary Investment Management (Invest)<\/a><br \/>\n<\/strong><\/p>\n<p><em>We make all investment decisions based on your personal Investment Policy Statement.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/discretionary-investment-management\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><div id=\"pgc-646-1-2\"  class=\"panel-grid-cell\" ><div id=\"panel-646-1-2-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"3\" ><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<p><strong><a href=\"https:\/\/greenportfinancial.com\/dev2023\/client-meetings\/\">Client Meetings (Report)<\/a><br \/>\n<\/strong><\/p>\n<p><em>Face the facts and adjust as necessary. Periodic reviews keep us aligned.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/client-meetings\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pg-646-2\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-646-2-0\"  class=\"panel-grid-cell\" ><div id=\"panel-646-2-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"4\" ><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<p><strong><a href=\"https:\/\/greenportfinancial.com\/dev2023\/investment-policy-statement\/retirement-planning\/\">Retirement Planning<\/a><br \/>\n<\/strong><\/p>\n<p><em>Greenport is your personal guide leading up to and during retirement.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/investment-policy-statement\/retirement-planning\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><div id=\"pgc-646-2-1\"  class=\"panel-grid-cell\" ><div id=\"panel-646-2-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"5\" ><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<p><strong><a href=\"https:\/\/greenportfinancial.com\/dev2023\/discretionary-investment-management\/\">Personal Process<\/a><br \/>\n<\/strong><\/p>\n<p><em>You relax while we steer. Our discretionary approach means we manage the whole process.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/discretionary-investment-management\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><div id=\"pgc-646-2-2\"  class=\"panel-grid-cell\" ><div id=\"panel-646-2-2-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"6\" ><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<p><strong><a href=\"https:\/\/greenportfinancial.com\/dev2023\/client-meetings\/performance-reports\/\">Performance Reports<\/a><br \/>\n<\/strong><\/p>\n<p><em>Prearranged mutual checkups keep your goals and investments on the same course.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/client-meetings\/performance-reports\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div id=\"pg-646-3\"  class=\"panel-grid panel-no-style\" ><div id=\"pgc-646-3-0\"  class=\"panel-grid-cell\" ><div id=\"panel-646-3-0-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"7\" ><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<p><strong><a href=\"https:\/\/greenportfinancial.com\/dev2023\/investment-policy-statement\/financial-consultation\/\">Financial Consultation<\/a><br \/>\n<\/strong><\/p>\n<p><em>The advisers at Greenport are your personal financial consultants.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/investment-policy-statement\/financial-consultation\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><div id=\"pgc-646-3-1\"  class=\"panel-grid-cell\" ><div id=\"panel-646-3-1-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"8\" ><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<p><a href=\"https:\/\/greenportfinancial.com\/dev2023\/discretionary-investment-management\/dynamic-investment-monitoring\/\"><strong>Dynamic Investment Monitoring<\/strong><\/a><\/p>\n<p><em>We monitor all investments based on your Investment Policy Statement.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/discretionary-investment-management\/dynamic-investment-monitoring\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><div id=\"pgc-646-3-2\"  class=\"panel-grid-cell\" ><div id=\"panel-646-3-2-0\" class=\"so-panel widget widget_sow-editor panel-first-child panel-last-child\" data-index=\"9\" ><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<p><a href=\"https:\/\/greenportfinancial.com\/dev2023\/investment-policy-statement\/\"><strong>Investment Policy Statement Review<\/strong><\/a><\/p>\n<p><em>Prearranged mutual checkups keep your goals and investment objectives on the same course.<\/em><\/p>\n<p><a style=\"background-color: #07497c; border-radius: 12px; color: white; padding: 6px 15px; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; cursor: pointer;\" href=\"https:\/\/greenportfinancial.com\/dev2023\/investment-policy-statement\/\">More<\/a><\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Written Investment Policy Statement (Plan) We agree on the goals and Greenport takes it from there. More Discretionary Investment Management (Invest) We make all 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 v22.6 (Yoast SEO v22.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Overview - Greenport Financial Advisers<\/title>\n<meta name=\"description\" content=\"Greenport - the Financial Planner of choice. 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