Sharpening Portfolio Performance

Thanks to continual advances in the field of healthcare, an increasing number of ailments and afflictions now have specific treatment protocols that, when followed, can lead to their cure. However, the development of successful healing practices has not been a simple task. Establishing a cure takes a great deal of time, trial-and-error testing, and analysis, not to mention the proper set of tools and techniques.

The same holds true in the investment world, which has become just as well known for its pitfalls as it has for its windfalls, especially after the collapse of the "New Economy" of 2000-2002. Today, domestic and foreign markets are approached with a spectrum of investment strategies, each inherent with varying degrees of risk and return. The key to finding financial success is identifying a plan that suits your unique investment profile, and then building and managing the appropriate portfolio to best meet your investment objectives.

Yet, if you're like most doctors, your schedule is already overloaded with patient care and continuing education requirements…leaving little time to monitor the market, let alone actively manage your investments. Until now, you've probably relied on advice from valued colleagues, "hot" stock tips from brokers and your own instincts. But, what methods and measures have you implemented to:

  • Drive maximum return on your investments?
  • Avoid uncompensated risk?
  • Minimize tax implications today and during retirement?

The Financial Planning Company for Doctors

Greenbook provides integrated financial planning designed exclusively for doctors. Our balanced platform includes a variety of investment programs that seek to maximize your return while mitigating risk to your retirement savings.

Greenbook follows a Nobel Prize-winning asset allocation methodology that strategically and systematically diversifies your portfolio. And now, our investment management team takes the concept of Modern Portfolio Theory (MPT) a step further, adding a level of active management.

An exclusive investment program, EFT Select capitalizes on sophisticated quantitative analysis, a rigorous investment framework, disciplined asset class selection and long-term economic trending. We also utilize tax-efficient instruments and apply tax-managed techniques to mitigate income tax impact on doctors' investment accounts.

Sophisticated Investment Management for Doctors

Just like there are drug interactions that impact your patients' health, there are interactions between various asset classes that make up a truly diversified, risk-managed investment portfolio. Greenbook works with clients to establish reasonable expectations for the risk and return of each portfolio design, with a focus on the overall tax efficiency of your portfolio.

Greenbook's in-house quantitative infrastructure consists of a team of industry-leading professionals who have managed money and consulted for some of the country's most prominent institutional investors, including mutual fund families and university endowments. However, quantitative analysis is not an end unto itself. Rather it simplifies, organizes and informs the investment process. From there, our team of portfolio managers applies insight, skill and expertise to make strategic judgments and add incremental value. Best of all, Greenbook Advisors and doctor clients have the opportunity to interact directly with our portfolio managers on a regular basis through on-site visits, teleconferences and published research.

Because Greenbook is committed to delivering a well-balanced offering to suit a variety of investment objectives, we also offer you access to the management techniques, funds and portfolio products of industry-leading investment houses. Our relationships with companies such as SEI Investments, Brinker Capital, Schwab Institutional and Fidelity provide doctors with a broad range of managed account and mutual fund programs that bring together years of asset management expertise. Best of all, your Greenbook Advisor diligently oversees your entire investment picture, while providing you with regular reporting of transactions and performance.