Investment Management

Our mission is to provide you with enduring value. The hallmarks of our investment-management services are research excellence, careful account management, and outstanding service. We are pleased to present our clients with investment strategies that are directed by a CFA® charterholder. The Chartered Financial Analyst® designation is the globally recognized standard of distinction for investment professionals.

First, we conduct an analysis of your needs and current holdings. Then, we meet to review a detailed investment proposal. Upon engagement, investment management with Greenleaf Financial Group provides you with ongoing, active management that meets your personal investment strategy.

We believe our service is superior to other money managers in three ways. First, our initial proposal provides comprehensive information on the investments we've chosen for you. Second, because we are financial planners, your investment strategy is designed to meet your goals. Third, as we work with clients, we tackle additional planning considerations as part of the investment management fee.


Investment Management Is Best For:
        » Those seeking an ongoing relationship with professional responsibility and
              accountability.
        » People who do not enjoy managing their own investments.
        » Busy people who might neglect to monitor, change, or rebalance accounts.


Benefits of Investment Management:
        » Investments chosen and managed to meet your distinctive circumstances.
        » Actively managed portfolios with constant market and investment vigilance.
        » Careful consideration about withdrawals to minimize taxes and costs.
        » A pay-as-you-go fee structure with no upfront charges, penalties, or surrender
              fees.
        » Clear communication with account-specific quarterly commentary and
              semi-annual meetings.


Our Pledge to You
        » Your money is treated with extreme care.
        » We do not invest in anything that we would not also buy for ourselves.
        » We constantly scrutinize your investments and make changes when we identify
              investment opportunities or dangers.
        » Investment purchases and sales include an analysis of your goals, as well as
              holding periods, tax lot trading, taxable equivalent yields, cost comparisons, and               risk concerns, among others.
        » Each client receives individual management, not an assembly line approach.


Minimums and Fees

Greenleaf Financial Group's minimum asset level is $150,000. We accept aggregated accounts to meet this minimum. Assets below $150,000 will be charged the minimum annual fee.

Annual investment management fees: The first $300,000 is at 0.90%, the next $200,000 is at 0.70%, and amounts above $500,000 are at 0.50%.

All costs, including account fees (if any), trading costs (if any), mutual fund management costs, and our compensation are shown clearly in your proposal. In addition, we compare these fees with an analysis of your current costs to help you make an informed decision.