It all starts with your personal Investment Policy Statement. Discipline requires direction. Not one dollar is invested until we work together to set your investment goals and determine the guidelines to get you there. We write it in an agreement that we both sign. Discipline requires making decisions.
Instead of a typical advisory approach, Greenport follows our agreed-upon goals and principles to manage the portfolio for you. We make the decisions rather than bother you with every choice. Discipline requires candor. On a regular basis, we meet with you and review the performance of your portfolio.
Instead of a typical advisory approach, Greenport follows our agreed-upon goals and principles to manage the portfolio for you. We make the decisions rather than bother you with every choice. Discipline requires candor. On a regular basis, we meet with you and review the performance of your portfolio.
Services
Since 1989, Greenport Financial Advisers has been helping people just like you plan for and achieve the financial strength and security they've been searching for. We invite you to find out if Greenport Financial Advisers should help you plan your financial future. Many financial consultants begin this critical relationship with talk of investment strategies and technological capabilities.
Greenport Financial Advisers Inc. provides investment consulting services to defined contribution and defined benefit plans. We are always available to answer questions from employers and employees and assist whenever possible. We would be happy to discuss our consulting services with you and provide competitive quotes if requested.
Answer: GFA is an independent financial advisory firm which designs and manages personal and retirement portfolios. It is a Registered Investment Advisor (RIA) as defined by the Investment Advisers Act of 1940. Answer: William Griffing, Douglas Griffing, Denise Sutton Downard, and Kulanan Monroe comprise the staff of GFA.
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.
Greenport is a steady, stable port in an unstable, stormy sea of investment noise and volatility. We believe it's about time people calm down when investing for their retirement. That takes discipline and a plan.
Everything we do as your retirement guide - whether consolidating retirement plan accounts from former employers, designing and managing your retirement portfolio, or managing your cash flow needs in retirement - is based on your personal Investment Policy Statement.We agree on the goals and Greenport takes it from there.
Everything we do as your retirement guide - whether consolidating retirement plan accounts from former employers, designing and managing your retirement portfolio, or managing your cash flow needs in retirement - is based on your personal Investment Policy Statement.We agree on the goals and Greenport takes it from there.
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