You’ll notice the Greenrock difference from the initial conversation — because we focus on your needs first. And we never stop.
.01
Initial discovery
- Discuss your business goals, challenges and concerns
- Analyze your book of business to understand your client profiles
.02
Portfolio evaluation and diagnostics
- Review holdings
- Identify redundancies, inefficiencies and deficiencies
- Discuss findings, including strengths and weaknesses
.03
Solutions and recommendations
- Propose the ideal structure of client portfolios, including asset allocation
- Consider strategy vs. turnkey programs
- Implement Greenrock recommendations
.04
Ongoing discovery
- Make portfolio adjustments as needed
- Keep you informed about changing market conditions
- Ensure we have the latest information on your clients’ growth and income goals
- Continually research new investment managers and products that might add value to your program
