Green Square takes a top-down, macro approach to investing globally across the capital structure. We believe markets are inherently rational and that the drivers of long-term returns are economic fundamentals. Due to our belief in efficient and cyclical markets, we steward assets to investments and strategies that compound, create cash flow, and are not diminished by excessive fees.

A vast majority of our clients are entrepreneurs who either founded or were involved in a family business. We understand the dynamics involved in such enterprises and act as a trusted advisor during the life of the business and at exit. We understand that no two situations are the same and tailor the investment process to the unique interests of all parties involved.

In addition to our investment services, Green Square provides a host of solutions for the complex issues arising from increased liquidity, including tax and estate services, bill-pay, charitable giving, and the like. Our financial services are comprehensive and independent, executed by an impartial team dedicated to adding value at every turn.