Investment Philosophy

Research

Because asset preservation is paramount to our clients, it’s imperative to us. Our clients depend on their financial assets to sustain a cash flow in support of their lifestyles and, in the case of a foundation or endowment, to meet their statutory gifting requirements.

At Green Square, our investment philosophy is based on preserving our clients’ wealth by implementing asset allocation strategies that favor cash flowing asset classes. Because cash flow can be durable and predictable, these asset classes can provide stability within our clients’ portfolios and can have the added benefit of faster recovery during periods of market volatility.