August 27, 2016 3:13 PM ET

Capital Markets

Company Overview of Greenleaf Investment Management and Counsel

Company Overview

Greenleaf Investment Management and Counsel (GCM) is an employee owned investment manager with approximately $390 million in assets under management. The firm also provides trust analysis and structure, estate planning, financial and benefits planning, insurance, legal, and tax planning services to its clients. It primarily provides its services to individuals, families, business owners, executives, corporations, pension and profit sharing plans, retirement plans, pooled investment vehicles, charitable organizations, endowments, and non-profit institutions. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity, fixed income, a...

20600 Chagrin Boulevard

803 Tower East

Shaker Heights, OH 44122

United States

Founded in 1976

Phone:

216-752-8900

Fax:

216-295-2405

Key Executives for Greenleaf Investment Management and Counsel

Principal, Portfolio Manager, and Chief Compliance Officer
Chief Operating Officer
Managing Director
Principal and Portfolio Manager
Principal and Portfolio Manager
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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