Investment and Financial Services

At Greenhouse Capital Group, we offer financial services, including traditional brokerage arrangements and advisory fee-based services through Royal Alliance Associates, Inc.. Which approach is most suitable depends on individual cases and the client’s wishes.

We research, evaluate and maintain information on effectively all investment management companies, and we have access to extensive research resources on investments and on related financial topics.

For each client, we match financial needs and objectives for businesses and individuals with the most suitable investments, approaches and strategies within their tolerance for risk. When we conduct evaluations, we seek and frequently find sources of untapped or extra value for our clients.

Investments*

  • Mutual funds
  • ETFs (exchange traded funds)
  • Individual stocks
  • Taxable and tax-exempt bonds, CDs (certificates of deposit)
  • Real estate investment trusts (REITS)
  • Fixed and variable annuities
  • Money market and cash management accounts

Retirement Plans*

  • Traditional and Roth IRAs (individual retirement accounts)
  •  All types of employer-sponsored retirement and pension plans including:
    - Group & 1 person 401K plans
    - SIMPLE IRA and SEP (simplified employee pension)  Plans
    - Traditional, age-weighted and cross-tested profit sharing
    - Defined benefit plans
    - Specialty plans such as Davis-Bacon prevailing wage pension plans for contractors
    - Custom-designed plans

Our service steps

  1. Learn about the client, current status and objectives
  2. Analyze and evaluate
  3. Research, plan and choose investments and tools
  4. Present, recommend, confer and take decisions
  5. Implement and report
  6. Monitor investments, measure against objectives, review regularly with client and adjust as needed

We also coordinate and adjust investment services with estate plans, taxes, employment and business considerations, real estate investments and the variety of variables that affect financial decisions, and we include other professional advice sought by the client regarding any of these related issues.