Portfolio Design

Portfolio Design for a Challenging Economic Climate

In designing your investment portfolio, Greenbook seeks to help you identify the appropriate balance of risk vs. reward. Along with managed accounts and mutual fund programs from some of the industry's leading investment firms, Greenbook also leverages in-house competencies and capabilities to deliver expanded investment options.

We build, manage and monitor a variety of sophisticated investment portfolios that preserve the conservative direction of our firm while maximizing our ability to help you respond to today's economy. Our risk management techniques provide many alternatives to tailor your shortest path to financial independence.

In order to best serve our doctor clients, Greenbook's Asset Management program features a variety of managed account and alternative investment options (hedge funds, real estate) to increase our ability to manage taxable and qualified accounts and introduce additional asset classes uncorrelated with existing investments.

Greenbook Investment Management administers various types of accounts with diverse investment goals, including:

  • personal, trust and business accounts
  • 401(k) plans, IRA, defined benefit and defined contribution retirement plans
  • institutional accounts

Greenbook believes that the financial goals of some clients — or at least a portion of client assets — are not well suited for the potential volatility of stock and bond market fluctuations. In these cases, Greenbook will recommend stable principal investment vehicles that are offered by government, bank and insurance companies.

A Nobel Prize-Winning Investment Technique

Balancing science and instinct, Greenbook utilizes Modern Portfolio Theory¹, a statistical process for evaluating the relationships between various investments based on historical risk and return characteristics. Our specialists apply quantitative mathematical modeling, technical analysis and other techniques to systematically manage Greenbook funds.

Sophisticated Investment Management for Doctors

Greenbook works with clients to minimize the investor's dilemma and establish reasonable expectations for the risk and return of each portfolio design. By leveraging our purchasing power or designing our own programs, Greenbook clients have access to significantly lower account minimums. Best of all, your Greenbook Advisor diligently oversees your entire investment picture, while providing you with regular reporting of transactions, performance and year-end taxes.

Banking for Doctors, by Doctors

As part of Greenbook's integrated plan to help you maximize your earnings and savings potential while avoiding unwarranted risk, we offer you access to The Doctors Bank, a division of Beach Business Bank. From robust checking and savings accounts to convenient loan products, customized banking programs are available specifically for high-income physicians and dentists.

¹Modern Portfolio Theory is derived from the work of Professor Harry M. Markowitz (City University of New York), who published an essay entitled Portfolio Selection (1952) and a book, Portfolio Selection: Efficient Diversification (1959), and the work of Professor William F. Sharpe (Stanford University), who developed the Capital Asset Pricing Model (CAPM) and published an essay entitled Capital Asset Prices: A Theory of Market Equilibrium under Conditions of Risk (1964). In 1990, Professors Markowitz and Sharpe shared the Alfred Nobel Memorial Prize in Economic Sciences.

Greenbook Investment Management may, at its discretion, only accept investors that first meet certain minimum eligibility requirements for accredited investor status. Greenbook does not engage in any general solicitation. Greenbook only transacts business in states where it is properly registered or notice filed or excluded or exempted from registration requirements.