Greenspring manages assets on a discretionary basis using a thoughtful asset allocation methodology to create well-constructed, well-diversified portfolios that are specifically designed to meet the multi-dimensional needs of institutional clients. The process is driven by the development and implementation of a personalized Investment Policy Statement (“IPS”), complete with asset allocation guidelines, rebalancing procedures, security selection, rate of return targets, risk tolerance and client goals.
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Greenspring provides comprehensive and consolidated quarterly performance reporting that offers summary information on portfolio activity and performance. Each report provides an overview of account performance, asset allocation and portfolio vs. index performance comparisons Information for various time periods and includes beginning and ending market values, net flows, capital appreciation, income received, expenses paid, and investment gains/losses (in dollars). View a sample performance report (link).
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Successful investing requires visibility, discipline and execution. Leveraging state-of-the-art technology, Greenspring efficiently rebalances client portfolios that have drifted outside their target allocation with sophisticated strategies that focus on tax minimization, tax loss harvesting, and security location optimization (if applicable).
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Each client works with a team of individuals who understand and know their situation well. With everything we do, we always want clients to be involved and informed so we keep them apprised and engaged through periodic meetings, conversations and correspondence to address questions, review strategies and identify opportunities. We generally meet with client Committee’s on a quarterly or semi-annual basis.
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