Investment Philosophy

Greg’s investment approach is to develop customized institutional-style investment portfolios that will generate consistent long-term risk adjusted returns. Capital preservation with the careful management of downside risk is an ongoing consideration. Greg’s investment management philosophy aligns pension fund management practices, diversification, asset allocation, risk tolerance identification, and regular reviews.

Client Service Philosophy

An integrated wealth management approach is multi-faceted. For many, Greg acts as the primary point of contact to coordinate with appropriate professionals, assisting in the management of various functional disciplines such as: tax planning, insurance and estate planning, philanthropic planning, and personal and commercial banking. By working closely with the team of professionals, Greg ensures every aspect of your wealth management picture is taken into consideration.

Greg’s client service philosophy is driven by a client first mentality. His specific focus on individual needs provides his clients with security and peace of mind, knowing they have strong wealth management support firmly established.