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.”

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Greystone Stock Strategies

Containing a diversified portfolio of stocks across all sectors of the market, this strategy has a primary focus of maximizing long-term capital appreciation, rather than income generation through dividends. Investors are willing to trade a certain amount of risk to achieve potentially higher returns.
Seeking out companies that have a strong track record of rewarding shareholders through dividend payments is the main goal of this strategy. Dividend-paying companies tend to be stable businesses with a well-established history, and therefore typically are less volatile than non-dividend-paying companies. This value-tilted portfolio pursues companies with solid management, strong balance sheets, reliable cash flow, and a history of consistently increasing dividends.
Comprising select holdings from the Strategic Growth strategy, this less-diversified portfolio holds about half the number of positions. The objective of this concentrated strategy is to improve the prospects of alpha generation through idiosyncratic (stock-specific) risk. Company-specific analysis is key to the stock selection and can help generate additional contribution to the portfolio’s overall return. This strategy is suited more toward individuals with a high-risk tolerance.
Each of the previously listed stock strategies are offered at three different asset allocations based on the risk tolerance of the client:

  • Aggressive
  • Moderate
  • Conservative

For the Moderate and Conservative options, the fixed income component comprises Greystone’s Diversified Bond strategy.

The base allocations for each risk level are as follows:

Greystone Bond Strategies

Incorporating a diversified blend of fixed income ETFs, this strategy 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.
Utilizing a unique blend of ETFs, the objective of this conservative strategy is to target an annual return of 3-5% and to minimize the risk of incurring losses. Although the asset allocation is heavily weighted toward short-term treasury instruments, other types of fixed income ETFs and even a small equity position may be used at any time to take advantage of changing market conditions.

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 70% Fixed Income and 30% equity
  • 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