Greg in Context
Individuals/ 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
