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Investment Management

A sound Investment Management process is based on research, education, and due diligence. At Green Future Wealth Management, all of our portfolios are reviewed on an ongoing basis to ensure that they are appropriately diversified and offer an optimal potential for return. At Green Future Wealth Management, we customize our investment portfolios to the individual investor, allowing us to take into account preexisting holdings that clients wish to keep, or allowing us to develop multi-year portfolio transitions to take into account tax considerations. We are also able to utilize active tax management on portfolios to take advantage of tax savings available. Stocks, bonds, mutual funds, ETF’s, annuities, or alternatives like REITs, private equity, and hedge funds are all available.

Book a complimentary initial consultation today to discuss whether your current investment strategy is optimal for you.

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