Greg helps his clients navigate the complex world of money and investing by creating customized solutions that meet their specific needs for all levels of investors, from families to institutional. As a financial advisor since 1991, Greg emphasizes a specific investment management approach utilizing various types of securities and investments to help meet his client’s goals.
Greg acts as a wealth coach and aims to help his clients to see beyond the numbers and look at the money in the context of their lives and their heartfelt values.
It is not uncommon for Greg to invest many hours of time in initial meetings to learn about his clients’ goals, needs and values and educating them about their money view toward improving quality of life. For him, it is important that his client’s view the assets they have accumulated as being in service to the lives they desire to lead.
Fees, Accounts and Portfolio Management
Greg’s clients pay a pre-determined fee for his service; either an annual retainer or a percentage of their assets being managed. In this way he and his clients have the same goals: to help increase his clients’ net worth and achieve their overall investment objectives. Typically Greg accepts new clients with a minimum portfolio of $500,000.
Greg acts as a coordinator with his clients’ attorneys and accountants in order to provide the client with the best possible service and information from a team of advisors.
For family offices, foundations and financial institutions Greg provides various forms of advisory support for their unique needs in the realm of applying creative approaches to new economic models and impact investing. Greg and his multidisciplinary team and network of consultants are uniquely positioned to help design financial innovation architectures, portfolio strategies, and public policy frameworks for economic development to sophisticated investors and institutions. Furthermore, Greg regularly offers consulting and public speaking services to a wide range of entities ranging from angel investors to government agencies.