Using our years of experience and expertise, we design an asset allocation model to meet those needs. We then review the plan with our clients, seeking their feedback and clarification of goals. Once adjusted and approved, we assemble the portfolio by investing in each recommended asset. Following the construction of the portfolio, we monitor, manage and report investment performance, with regular proactive communication as a key component of the process. Greenleaf Trust does not maintain proprietary mutual funds, nor do we limit our clients in terms of selection.
Research is done internally utilizing data from numerous external sources.
We use a team approach to the research and due diligence process. We develop and maintain a preferred list of both equities and mutual funds based on our due diligence process. We do not restrict our clients or ourselves to only those securities on the preferred lists, nor do we recommend or invest in a security if it is inconsistent with our clients' goals.