Green Square Wealth Advisory

Accredited investors receive our sophisticated asset management and investment process. Clients also receive web-based, on-demand, comprehensive reporting, year-end tax reporting, portal access for secure document retrieval, investment commentary and portfolio rebalancing.

Green Square Family Office

Family Office clients have more complex needs associated with customized reporting, alternative investment due diligence and coordination, asset and liability optimization, and coordination amongst professional service providers such as accounting, legal and insurance. For these clients, Green Square acts as an outsourced chief financial officer.

Green Square Institutional Asset Management

We provide investment solutions tailored to meet the specific needs and objectives of 401Ks, foundations, endowments, public entities, and corporations. We deliver our pragmatic investment process and work together with our institutions to fulfill their fiduciary responsibilities through risk management, investment policy statement construction & maintenance, board education, and customized reporting and communication.

Client Login
Client Advisor Login