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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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(315) 422-1391  Main Reception

(315) 422-0829  Main Fax Number

One Lincoln Center  •  Suite 900
110 West Fayette Street
Syracuse, NY  13202

info@GreenSeifterInvest.com

 

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