Optimist.
Pessimist.
Reporters tend to narrowly focus on
An exception is Greenleaf Trust. With
two groups of investors: those who see the
billions in assets and the distinction of
glass half full, and those who see it half
being one of Michigan’s first trust-only
empty. But investing is never that simple.
banks, we have the extensive human and
Global markets comprise endlessly
financial capital to competently manage
repeating cycles of ups and downs over
the complexities of wealth from one
any extended period, during which
generation to the next. It’s far from
there is opportunity for money to be
easy, but because of our broad, long-term
made, as well as preserved. An essential
perspective and unique, client-centric
element of success is appropriate asset
team approach, the proverbial glass
allocation. Financial advisors are very
is neither half full nor half empty:
good at preaching it, but few have the
it’s 100% opportunity.
resources and attention span to practice it.
Realist.
Financial Security from Generation to Generation
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