What Sets Us Apart?
Our independence frees us from conflicts of interest and ensures that our clients’ well-being is at the center of everything we do. We adhere to the highest standards of fiduciary excellence while providing personalized service and solutions. The pillars of our core culture underpin our mission; we have no financial products to sell, but rather a service we provide to enhance our clients’ financial security.
Every client is served by a dedicated, client centric team comprised of a trust relationship officer, wealth management advisor and a team service coordinator. This trio works closely with other key Greenleaf Trust professionals to provide holistic perspectives and solutions. We align ourselves with our clients’ best interests as evidenced in our independent ownership, transparent fee structure, in-depth and conflict-free internal research, and strict avoidance of proprietary (in-house) funds.