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Matt Siel Email
VP & New Retirement Plan Business Development Officer-West Michigan . Greenleaf Trust
Kalamazoo, MI
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Greenleaf Trust is a state-chartered bank focused exclusively on investment management, trust administration and retirement plan services. Our firm has earned a strong reputation in the marketplace for a high level of expertise and experience, as well as superb and responsive service. Greenleaf is also recognized for flexibility and a willingness to listen and customize services to meet the needs of our clients. Because we're independently owned, we're not locked into one company's products. We offer a broad range of investment, trust and retirement plan services tailored to fit individual needs and investment strategies. What if I don't have a trust, or I'm acting as my own trustee? Even if you don't have a trust, or are acting as your own trustee, you can still take advantage of the investment management services Greenleaf Trust provides for individuals, foundations and endowments, retirement plans and corporate accounts. How do you determine the best way to invest my assets? Greenleaf Trust works with you to gain a thorough understanding of your financial needs, goals, risk tolerance and time horizons before constructing a customized investment plan based on your individual goals. We use a disciplined approach that emphasizes diversification, quality and valuation to build our recommendation. What types of investments will be considered for my portfolio? Do you offer your own proprietary products? We put our expertise to work on your behalf, sorting through the world of investment choices to meet your objectives. Depending on individual needs and goals, Greenleaf Trust may recommend individual stocks, bonds or certificates of deposit, and/or mutual funds. We develop and maintain a preferred list of securities and mutual funds based on our due diligence process. To maintain complete objectivity when making investment recommendations, Greenleaf Trust does not offer proprietary mutual funds, nor do we limit our clients in terms of selection. In addition, since we accept no remuneration from funds in which we invest, our objectives are always aligned with our clients' goals. Who does the investment research? What is your investment philosophy? We develop our own research internally in order to assure objectivity and avoid the pitfalls of large research firm agendas. We consider economic and industry trends, as well as investment-specific factors. Greenleaf Trust uses a "top-down" investment philosophy - research of company fundamentals and technical analysis are the cornerstones of our process. Fundamental research helps us identify which companies to buy, while technical analysis provides insight into when to buy. We research the fundamentals of earnings growth, debt-to-equity ratios, cash flow growth, revenue growth and management discipline, while following strict, time-proven fundamental earnings model analysis for individual stocks, sectors and the market in general. Who manages the account relationship? As a client of Greenleaf Trust, you have a complete team working on your behalf. A relationship officer and portfolio manager/research analyst are assigned to become familiar with your individual needs and goals and to serve as primary contacts. They meet weekly with all relationship and portfolio managers, as well as the president, chief executive officer, chief financial officer, marketing director and operations director to discuss economic and market forecasting, asset allocation balancing, research recommendations and portfolio management. This process keeps everyone up-to-date, well-versed and knowledgeable on all aspects of your account. Whenever a decision is required, you know it will be made using the collective wisdom of our team of experts. Greenleaf Trust also places a great deal of importance on proactive communication, providing detailed and timely information through statements, letters, and newsletters, as well as meeting periodically with our clients. How does Greenleaf Trust differ from other trust and investment service providers? We offer a full complement of investment, trust, and retirement plan services, all delivered with the kind of personalized and attentive service that has become the hallmark of Greenleaf Trust. Our proactive and team-oriented approach to ongoing management and communication sets us firmly apart from the competition. And, of course, we offer strong, consistent investment performance, with no proprietary products or "hidden" fees to impact decision-making.Greenleaf Trust Address
211 South Rose StreetKalamazoo, MI
United States