Services

Green & Seifter Investment Advisers, LLC provides investment advisory and financial consulting services to individuals, families, trusts, retirement plans and business entities. We provide clients with comprehensive service in a one stop shopping relationship.

Our investment advisory services are rendered through discussion and planning with our clients. Goals and objectives are formed and a corresponding investment strategy is set to achieve these. Investment accounts can be managed on a discretionary basis or in consultation with the client. Investment portfolios can consist of stocks, bonds, options, fixed income, mutual funds and other investment instruments. Professional money managers are utilized when appropriate.

We provide seamless delivery of investment management services including, rollovers, contributions and withdrawals, rebalancing, tax compliance and overall account maintenance.

Our team provides uninterrupted access to staff, provides annual reviews to inform you about changing market conditions, tax laws and investment vehicles and provides monthly portfolio holdings and quarterly performance reports.

We consider client confidentiality to be a professional obligation of the utmost importance. Please refer to our Privacy Notice for more information.

For additional information about Green & Seifter Investment Advisers, LLC please refer to Part II of our Form ADV, which is filed annually with the Securities and Exchange Commission. To request a copy please email info@GreenSeifterInvest.com or call 315.422.1391.

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