Investment Management

Our vision is our ability to look forward, not just to the unfolding paradigm of the global economy, but also at the pace of the transition. In a time of rapidly shifting global dynamics, our versatility and array of investment services allows us to help our clients stay on track to meet their long-term goals.

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CUSTOMIZED INVESTMENT CHOICES

There is no internal pressure or incentive to buy “the product of the day,” only to select investment choices that are right for each individual client’s unique position. We generate unbiased, independent, top-down, bottom-up investment research, but as a true fiduciary we do not sell our research; we use it for our client’s benefit exclusively.

We use two primary portfolio management techniques:
  • Best of Breed stock selection within preferred industries and sectors
  • Technical Analysis & Macro World View considerations

As globalization takes hold, it is the companies with the greatest financial resources, strongest balance sheets, and effective management personnel that have the ability to take advantage of nascent high-growth market opportunities. We prefer companies that already have an appreciable portion of revenues ex-US. We call this methodology “Investing domestically but thinking globally.”

Greystone Stock Strategies

This strategy seeks to provide current income and long-term growth of capital by primarily investing in dividend-paying stocks. The allocation is diversified across market sectors and typically contains a blended equity style with a value tilt. This is a tactical strategy that allows increased stock exposure when Greystone’s research shows equity market strength and decreased stock exposure when Greystone’s research indicates market conditions are not favorable towards stocks. The strategy may invest up to 10% of its total assets in non-dividend paying stocks.

This strategy seeks to provide long-term capital appreciation. The allocation is diversified across market sectors and typically contains a blended equity style with a growth tilt. This is a tactical strategy that allows increased stock exposure when Greystone’s research shows equity market strength and decreased stock exposure when Greystone’s research indicates market conditions are not favorable towards stocks.

This strategy seeks to provide long-term capital appreciation with limited diversification. Having higher exposure to fewer stocks can increase the potential for gains, but this comes at an increased level of risk. This is a tactical strategy that allows increased stock exposure when Greystone’s research shows equity market strength and decreased stock exposure when Greystone’s research indicates market conditions are not favorable towards stocks.

This strategy seeks to provide long-term growth of capital while limiting the tax liability. The allocation is diversified across market sectors and typically contains a blended equity style with a value tilt. Reducing the tax burden is the primary goal, with performance being a secondary goal. This strategy will attempt to avoid unnecessary capital gains and will utilize tax-loss harvesting to offset gains and reduce taxable income, among other tactics.

This strategy seeks long-term capital appreciation from companies leading the innovation charge within their respective industries. The equity allocation is typically spread across all market caps and may have exposure to, among other things, cutting-edge technology, cryptocurrency, clean energy, automation, artificial intelligence, and biotechnology. This strategy contains a significant level of volatility and should only be utilized by individuals with the highest tolerance for risk. Although the nature of this strategy may increase the potential for higher returns, it also increases the potential for significant losses.

Greystone Blended Strategies

A moderate version of the Focused Dividend strategy which has a base allocation of 60% equity and 40% fixed income and is suitable for clients with a lower risk tolerance or higher income needs. The fixed income component is comprised of Greystone’s Diversified Bond strategy.

A moderate version of the Strategic Growth strategy which has a base allocation of 60% equity and 40% fixed income and is suitable for clients with a lower risk tolerance or higher income needs. The fixed income component is comprised of Greystone’s Diversified Bond strategy.

A moderate version of the Concentrated Select strategy which has a base allocation of 60% equity and 40% fixed income and is suitable for clients with a lower risk tolerance or higher income needs. The fixed income component is comprised of Greystone’s Diversified Bond strategy.

A moderate version of the Tax-Sensitive strategy which has a base allocation of 60% equity and 40% fixed income and is suitable for clients with a lower risk tolerance or higher income needs. The fixed income component is comprised of fixed income ETFs.

This conservative strategy is managed with the primary objective of minimizing the risk of incurring losses in any given year while achieving a modest return. A combination of fixed income ETFs, Treasurys, and cash will make up the majority of the portfolio’s allocation, but a small allotment of equity ETFs may be used at any time to take advantage of changing market conditions.

Greystone Fixed Income Strategies

This strategy incorporates a diversified blend of fixed income ETFs, which offers investors an option that reduces volatility and overall portfolio risk. Some of the benefits of investing in fixed income include capital preservation, income generation, and hedging against economic slowdown.

Greystone Tactical ETF Strategies

These broadly diversified portfolios invest across multiple asset classes, sectors, and countries. The strategies employ macro-driven, top-down analysis to construct global tactical asset allocation portfolios containing both equity and fixed income exposure depending on the risk tolerance and time horizon of the investor.

  • Typical equity exposure is between 80-100%
  • Highest expected volatility due to exposure to equity markets
  • Emphasis on long-term capital appreciation
  • Suitable allocation for individuals with long-term time horizons or a high risk tolerance
  • Typical equity exposure is between 60-80%
  • Higher expected volatility due to exposure to equity markets
  • Emphasis on long-term capital appreciation with low monthly income generation
  • Suitable allocation for individuals with long-term time horizons or a high risk tolerance
  • Typical equity exposure is between 40-60%
  • Moderate expected volatility due to diversification across equity ETFs and bond ETFs
  • Balanced focus on long-term capital appreciation and monthly income generation
  • Suitable allocation for individuals with medium-term time horizons looking for growth and income
  • Typical equity exposure is between 20-40%
  • Lowest expected volatility among the Tactical ETF Strategies
  • Emphasis on limiting downside equity risk and higher monthly income generation
  • Suitable allocation for individuals with monthly income needs or very low risk tolerance

OUR PHILOSOPHY

It’s important to know where your finances stand, and Greystone actively works to assure you are fully informed. Your diversified investment portfolio is based on your personal risk tolerance, cash needs, and financial situation. We will help you to understand the strategies behind your plan’s conception based on your unique position, as well as provide scheduled reports, statements, and other updates on a timely basis.

Global

The team incorporates geopolitical, economic, currency, and interest rate expectations into its strategy and decision making.

Comprehensive

Our investment process is free of bias regarding the selection of research, investment solutions, and strategies.

Timely

Our team’s nimbleness and combination of strategies allow for effective asset allocation shifts as market-moving events unfold.

Why Work With Us?

What’s different about working with our team at Greystone? We’ve developed our own approach that helps us get to the heart of our clients’ financial concerns, now and in the future. We will start with the Greystone discovery process that helps identify important documents and information for analysis.

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TOP-DOWN ASSET ALLOCATION

Global markets, industry dynamics and technological trends are all
weighed to guide portfolios for long-term growth potential.

Bottom-Up Investment Evaluation

Investment candidates are industry leaders with solid balance sheets and distinct
industry advantages. Our fundamental research emphasizes companies with high
returns on invested capital and growing free cash flow operations.

Allocations to most major asset classes will be maintained. Over-weighting the
specific sectors with the highest probability of superior performance and
under-weighting sectors viewed as overvalued or underperforming.

01

Asset class weightings are determined by the overall macro environment

02

Candidates are selected from a universe of large capitalized company

03

Multi-Discipline approach (Macro technical fundamental)

04

To assure full discovery, Substantial outside research is consulted

05

The probability of investment success determine the portfolio

Risk Profile

The investment risk profile identifies the core portfolio’s overall
risk characteristics when measured against other asset classes
and considering an assumed 5-year minimum time horizon.

Current acceptable
market Risk

The portfolio’s objective is to seek to maximize total return, consistent
with the determined risk tolerance percentage constraints of a
well-diversified client portfolio.

Portfolio Risk Management
techniques

  • Use exchange traded derivatives to mitigate risk and generate added return Cash, 0-2 Year Treasuries, and Treasury ETFs
  • Bank Preferred Equity
  • Negatively or Non-correlated Asset Classes

Get in touch

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Or email us at info@greystonefg.com

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