Wealth Management
Greenspring takes a comprehensive approach to managing clients’ wealth in addition to professional management of their assets.
Learn more about our Wealth Management services by selecting one below:
Discretionary Portfolio Management
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 our 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.Close
Comprehensive Reporting
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 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).
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Rebalancing and Tax Minimization Strategies
Successful investing requires visibility, discipline and execution. Leveraging state-of-the-art technology, Greenspring efficiently rebalances client portfolios that have drifted outside their target allocations with sophisticated strategies that focus on tax minimization, tax loss harvesting, and security location optimization.
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Financial Planning and Strategy Implementation
Greenspring’s team of professionals works together to provide our clients with broad expertise in critical and interdependent financial areas of wealth accumulation and distribution, tax and estate planning, risk management, and philanthropic initiatives. We develop creative, customized, and coordinated approaches to identify and accomplish each client’s financial goals while working proactively with their other professional advisors, such as accountants, attorneys, and insurance professionals to ensure each plan being executed successfully.
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Periodic Reviews
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.
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