Who We Are

At Green Square Capital Wealth Management, our core values, brand promise and investment advisors are the biggest drivers of our success. An investment advisory team consisting of senior investment professionals works with every client of our firm. This team-based, boutique approach ensures that our clients receive the highest degree of personal service.

We are the entrepreneur's wealth advisor.

What we Do

Green Square Capital | Memphis, TN | Video

Our Services

Wealth Advisory

Accredited investors receive our sophisticated asset management and investment process. Clients also receive web-based, on-demand, comprehensive reporting, year-end tax reporting, portal access for secure document retrieval, investment commentary and portfolio rebalancing.

Family Office

Green Square offers Family Office services. Family Office clients have more complex needs associated with customized reporting, alternative investment due diligence and coordination, asset and liability optimization, and coordination amongst professional service providers such as accounting, legal and insurance. For Family Office clients, Green Square acts as an outsourced chief financial officer.

Institutional Asset Management

We provide investment solutions tailored to meet the specific needs and objectives of 401Ks, foundations, endowments, public entities, and corporations. We deliver our pragmatic investment process and work together with our institutions to fulfill their fiduciary responsibilities through risk management, investment policy statement construction & maintenance, board education, and customized reporting and communication.

Recent News & Research

  • Memphis wealth didn't drain away after Stanford, Morgan Keegan Wednesday, May 17
    Ever since three of the four big banks were bought and the name Morgan Keegan passed out of use, Memphis’ image as Wall Street on the Mississippi has faded. Yet, the wealth accumulated here ...
  • Green Square Capital Opens Louisville Office Thursday, Sep 18
    In its first move to a market outside of Memphis, Tenn., Green Square Capital LLC has opened an office in Louisville.Louisville is a big part of the company's growth strategy, in part beca...
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