What we do

The majority of our clients generated their wealth by building and liquidating a privately-held family business. Our team can be intimately involved before, during, and after this transition, allowing you to focus your attention on what really matters. Due to our experience in this role, we are imparted with an intimate awareness of clients’ key concerns, both in the present and the future.

We work exclusively for our clients. Because of our strictly fee-based compensation structure, clients never pay excessive fees for commoditized services. Instead, we guide them to focused strategies designed to add value.

Our core belief is that the financial services industry is inherently broken: managers that charge excessive fees for in-house products and whose interests are misaligned with the clients’ are all too common. Our singular focus is remaining independent and objective while promoting your best interest.

OBJECTIVITY

We work only for our clients. Because of our strictly fee-based compensation structure, clients never pay excessive fees for commoditized services. Instead, we guide them to focused strategies designed to add value.

COMPREHENSIVE WEB-BASED REPORTING

We create clear and concise reports for our clients utilizing a methodology that allows them to analyze their investment portfolio and expenses like the P&L of an operating business. Each period, our clients receive a summary-level report—our one-page solution—along with a detailed account, strategy and asset class analysis.

IMPECCABLE SERVICE STANDARDS

We provide our clients with an experience designed to both satisfy and delight. Everyone at Green Square adheres to strict service standards, which ranges from a “no voicemail” policy to face-to-face meetings. To help keep us accountable to both our clients and each other, we have memorialized our service standards in writing.

PARTNERSHIP WITH KEY ADVISORS

We focus exclusively on asset management. Rather than overwhelming our clients, we coordinate with CPAs, attorneys and bankers to assemble a thoughtful, efficient advisory team that’s optimized to serve each client’s specific needs.

Our Services

Green Square was founded on the principle that investors shouldn’t have to compromise on quality of service or transparency. With this mandate in mind, we strive to protect client capital and shoulder the burden of portfolio management in a thoughtful and disciplined manner.

Institutional Asset Management

Institutional Asset Management

We provide investment solutions for an array of institutions, including, but not limited to, endowments, foundations, charities, and post-employment retirement plans.

Family Office

Family Office

Green Square prides itself on understanding the intricacies of wealth, and we act as an outsourced chief financial officer for all family-office clients.

Wealth Advisory

Wealth Advisory

Clients have the benefit of institutional asset management tailored to their individual needs and concerns, comprehensive reporting, year-end tax reporting, and secure portal access.

The Green Square Promise

Our investment process is pragmatic, objective, and straightforward -- a refreshing approach when compared to the typical Wall Street firms. We spend as much time as it takes to educate our clients on the art of reconciling potential returns with possible risks. Through education and earnest conversation, we strive to help you realize your desired objectives without compromising your comfort level.

What can we help you with?

Contact us today.