Our Philosophy

At Greenleaf, the Structured Investing philosophy behind our portfolios is more than just a style of investing. It is a fundamental way of looking at markets and thinking about economics and human behavior that is grounded in reason and prudence and focused on helping you achieve your financial goals without taking any more risk than absolutely necessary. It is based on:



  • 80+ years of financial market data

  • Nobel Prize winning economic research

  • In-depth studies of investor psychology and behavior


Many investors have portfolios with a small number of securities, potentially leaving them exposed to the specific risks of a company experiencing difficulties. Our portfolios are broadly diversified across many securities around the world, minimizing the impact if a particular company, industry or even a country, experiences problems.


Our portfolios also combine multiple asset classes that have historically experienced different return patterns across various financial and economic environments. This is intended to reduce your portfolio's sensitivity to market swings because different assets - such as bonds and stocks, or U.S. and international stocks - will react differently to adverse events.


Through our access to leading institutional manager, Dimensional Fund Advisors LP, we provide our clients with custom-built portfolios designed to deliver expected returns for your chosen level of risk. The institutional funds in our portfolios have historically had lower trading costs and lower turnover than typical retail mutual funds. Most importantly, every portfolio we manage adheres to a clear asset allocation strategy, strict fund selection parameter and a rigorous risk management discipline. Greenleaf offers a complete portfolio management solution combining:



  • Asset allocation,

  • Investment management,

  • Investment Policy Statement,

  • Rebalancing,

  • Reporting, and

  • Commitment to customization.


Our distinctive approach is based on the fundamental concepts of sound academic research, exceptional service and a well-executed plan for your financial future.


Greenleaf Advisors work closely with each client on a personal basis, learning everything there is to know about your financial goals, tolerance for investment risk, timeframe and future aspirations. All with a single focus: to optimize financial growth and maximize peace of mind for our clients and their families.