Investment Process

Green Square Capital Wealth Management Investment Process

Our investment process is pragmatic, objective, and straightforward—a refreshing approach to the typical Wall Street firms. We spend as much time as it takes to educate our clients on the art of reconciling potential returns with possible risks. Through education and earnest conversation, we strive to help you realize your desired objectives without compromising your comfort level.

Our average entrepreneurial client has in excess of $10 million of financial assets upon which we are providing investment counsel. Focusing on first and second-generation entrepreneurs allows us to customize our institutional investment process to address the unique needs of our clients. Using modern portfolio theory, we establish diversified asset allocation strategies based in mean variance optimization technology. Specifically, we invest your portfolio in at least eight asset classes to reduce risk, while seeking your desired return. This creates an efficient frontier that should provide the highest probable return at each point of risk.

While we appreciate the rigor and discipline of the quantitative approach that relies heavily on historical market data, we also recognize its limitations. That is why we developed an alternative approach to determine proper asset allocation for our clients through our proprietary “Lifestyle Balance Sheet Approach” analysis. This creates a framework for clients to invest their assets in the most appropriate way taking into account risk and cash flow needs in order to meet long-term objectives.

To arrange a consultation and “Lifestyle Balance Sheet Approach” analysis, we encourage you to contact us at 901-259-6300.