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Investment Management

There are four elements that allow us to stand out in the investment management industry.

  • We are an independent registered investment advisory firm.
  • We are fee based.
  • All of our investment portfolios are managed in-house.
  • We are focused on risk management.

We not only take the time to fully understand your financial needs and investment objectives, but we also spend a considerable amount of time educating our clients on the investment strategy being employed in their portfolio, the risk/reward trade-off of each investment holding, and the performance of their portfolio versus the applicable benchmark.

We initiate and conduct regular, ongoing investment review meetings. These periodic meetings allow our clients to understand how their assets are being managed and it also provides us with the opportunity to assess if there have been any changes in a client’s circumstances that would prompt us to change the asset allocation of their investment portfolio.

Contact GFG About Investment Management

Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.