Investments
Greenbush Financial Group offers investment management services tailored to meet the financial goals and needs of our clients. As an independent registered investment advisory firm registered with the SEC, we serve in a fiduciary role to our clients who utilize our discretionary asset management services.
PLAN FIRST, INVEST FOR SUCCESS: Each client investment relationship begins by establishing a custom comprehensive financial plan. A client’s financial plan is what drives the asset allocation in each of the accounts we manage on their behalf.
PERSONALIZED INVESTMENT PORTFOLIOS: We customize the asset allocation and individual investment holdings in our client accounts to match the risk tolerance, financial goals, and time horizon of each individual client.
ACTIVE MANAGEMENT: We believe in the value of active management and through our discretionary management services, we are continuously monitoring the change conditions in the economy and financial markets, and then positioning our client’s investment portfolios to take advantage of those trends.
TRANSPARENT FEE STRUCTURE: Clearly defined fee structure with no hidden costs, operating on a fee-based compensation model, aligning the firm's success with the clients' success.
DIVERSE INVESTMENT OPTIONS: Access to a wide range of investment options, including stocks, bonds, mutual funds, ETFs, and alternative investments.
Reasonable Fees
Regular Review Meetings
Market Updates Via Video & Blog
Guarantees A Response Within 24 Hours
Certified Financial Planner®
Tax Efficiency
Easy To Understand
No Use of Expensive Third Party Money Managers
*Date as of 12/31/2023
Also, there is NO Little Fish or Big Fish treatment at our firm. We have individual clients that have $50,000 invested with our firm and other clients that have a few million. We sincerely value each client relationship because we appreciate that our clients have made the decision to trust us with their financial future.
START A CONVERSATION
How do we do it? We have a “block trading system” that allows us to touch all of our client accounts all at the same time. Regardless of the size of the client’s advisory account with us, when we make adjustments to our model portfolios based on changing market conditions, all of our actively management portfolios are traded at the same time.
Virtual Investment Advisory Services
For clients that live outside of the Capital Region, we designed a virtual investment advisory service that provides our clients with:
Fee based advisory services
Reasonable fees
Semiannual investment reviews
Easy to use video conferencing
Contact Us For A Complimentary Consultation
No high pressure sales tactics. We are financial planners not salesmen. We can provide you with a side by side comparison of your current investment portfolio versus our recommended model portfolio and discuss our outlook for the markets. There is no fee for these consult meetings.
