Broker Check

Greg in Context

Greg in Context PicIndividuals/ Families

  • Portfolio management
  • Sustainable, responsible & impact investing counseling
  • Strategic financial advisory
  • Comprehensive wealth management
  • Retirement planning counsel
  • Estate planning
  • Life insurance planning and implementation
  • Coordinating with other advisors such as attorneys and accountants
  • Financial life planning
  • Family financial advisory and education

Institutional Investors, Foundations & Family Offices

  • Portfolio and financial strategies
  • Consulting
  • Public speaking
  • Customized research
  • Customized fund creation and portfolio strategy solutions
  • Investment banking advisory
  • Alternative investment strategies
  • Strategic financial and business development
  • Research and evaluation of esoteric investment strategies