Grey Ledge Advisors builds tailored portfolios to meet your financial objectives. |
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Your responsibility to yourself & to your organization is to manage liquidity, cash flow needs & asset growth. Our transparent solutions help you to understand the asset management strategies designed for you, assisting you in budgeting and planning for the future.
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Custom Investment Portfolios |
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As a fiduciary and an SEC Registered Investment Adviser, our investment recommendations strive to be in your best interest. We owe you a duty of good faith and loyalty. We manage individual and corporate assets. We create and maintain a portfolio to meet your objectives, taking into account a combination of your time horizon, risk tolerance, liquidity needs, return expectations and income needs. Learn more about our extensive experience serving successful individuals.
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Investment Policy Statement (IPS) |
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Whether you need assistance developing an asset and liability funding model, a liability expectation model or a complete asset strategy for your wealth or retirement, Grey Ledge Advisors will create an individualized comprehensive program for you. This level of transparency ensures clients, especially those governed by a Board of Directors and who also may have a fiduciary obligation, full disclosure and confidence their assets and objectives will be managed to their expectations.
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Individual Accounts |
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Often clients will have multiple accounts (i.e. IRAs, Trust Accounts, 529s, individual investment accounts, annuities) and they want a plan that maximizes the potential for positive results while also being easily understood. We develop, implement and maintain Smart Simple Solutions to put all of the pieces together. Grey Ledge Advisors build plans you can understand and be confident in. We use what we believe are the best options available and provide full disclosure giving you an efficient and transparent, complete plan.
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Corporate Accounts |
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Grey Ledge Advisors prepare a detailed IPS for prefunding of future liabilities or general asset management plans. This document details investment types, return expectations, risk parameters and any special circumstances that could affect the client’s financial objectives. We take an active approach to produce returns while managing market volatility, and take the time to review results with our clients and the governing board of directors.
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COLI/BOLI Funding OptionsThis type of policy can be integrated into an overall investment strategy for asset and or balance sheet management. When the employer is a financial institution, the policy is called bank-owned life insurance (BOLI). It is used to hedge against the financial cost of losing executives to unexpected death, including the risk of recruiting and training replacements or the cost of funding corporate obligations to redeem stock upon the death of an owner.
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"It is not the strongest of the species that survives. Nor the most intelligent - but the one that is most responsive to change." ~ Charles Darwin |
