Investment Management
 

 

 

 

The Relationship is the Driver

 

At Greep Wealth Management, our investment advisory process starts by getting to know our clients and their unique situations. We build lifelong relationships by first developing a strong, thorough understanding of the things that are important to our clients today as well as their goals for the future. We then develop a plan designed to last for generations.

 
 

Greep Wealth Management - Investment Management Process
 

 

1. Analysis
  • Review of current portfolio;
  • Outline client's short/intermediate/ and long term financial goals and objectives;
  • Discuss risk tolerences;
  • Verify likely capital additions and future liquidity events.

2. Architecture
  • Propose strategic allocation and investment change to current portfolio, if necessary, based on client's goals and risk assessment.

3. Implementation
  • Establish outside custodial relationships with Fidelity Investments;
  • Facilitate any relationship/fund transfers.

4. Monitor & Report
  • Conduct periodic meetings to understand any changes in client objectives, goals and risk tolerances;
  • Provide ongoing review and oversight of all funds and investment vehicles;
  • Provide periodic reports on performance, current asset allocation, economic conditions, capital market outlook and tax-related investment issues.

 

 

 

 

 

Our Philosophy
We subscribe to a “fee only open architecture” investment philosophy. This means we are committed to transparency and finding the optimal investment plan design. By not accepting commissions from investment product companies, our loyalty always remains with the client. Therefore, our clients can be confident that all of our recommendations, as well as the design and implementation of their investment plan, are completely objective. 


On Markets
We believe focusing on a long-term horizon is the best way to approach capital markets. Occasionally adopting a contrarian point of view, while difficult, is consistent with our belief that booms follow busts and that markets invariably revert to long-term mean valuation. Periodic portfolio rebalancing to align asset allocation with a client’s objectives, risk constraints, time horizon and the market’s relative valuation is the greatest source of value added.

 

On Investment Choices
We feel there is a place for both active and passive management. Tactical adjustments are made in the portfolio to take advantage of undervalued and overvalued asset classes. 


How We View Risk
We recognize that every individual, family and client’s business is different in its own unique way. This means we need to employ unique solutions to managing each investment. We consider every aspect of our clients’ situations financial and otherwise to provide investment plan recommendations that fit each client's specific needs.

 

.

 

? PREVIOUS Financial Planning   NEXT ? About Us