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 merely
of mutual funds
or be more
complex to
include 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.
Client assets
are housed at
reputable
custodians such
as Charles
Schwab & Co. As
a registered
independent
investment
advisor and a
member of the
Schwab
Institutional
network, we have
complete access
to advanced
technology and
institutional
products to
advance our
expertise,
resulting in the
delivery of
personalized
service to our
clients. This
includes
everything from
daily
transactions to
periodic account
rebalancing and
performance
reviews.
We take a
comprehensive
approach by
looking at your
tax planning,
education,
estate, and
retirement
planning, as
well as asset
allocation and
investment
management.
Because we
employ and are
affiliated with
a diversified
staff of
investment
professionals,
financial
planners,
accountants, and
attorneys, we
add value in
many ways to
your overall
financial
condition.
Our team of
advisors
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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