Greenleaf Trust
Greenleaf Trust is a privately held wealth management firm headquartered in Kalamazoo, Michigan, founded in 1998. The firm specializes in asset management, trust administration, retirement plan services, family office solutions, and institutional services. With nearly 200 employees across Michigan and Florida, Greenleaf Trust serves individual, family, business, and institutional clients with a strong focus on fiduciary excellence and personalized client solutions.
Investment Strategy
Greenleaf Trust’s investment philosophy emphasizes maximizing after-tax, after-fee returns for a given level of risk while maintaining a long-term, disciplined approach. The firm bases decisions on empirical data and accepted principles, prioritizes client-first, unbiased solutions with an open architecture platform, and views asset allocation as the primary driver of long-term investment performance. Greenleaf Trust customizes portfolios according to each client’s goals and circumstances, monitors risk continuously, and seeks to achieve growth and preservation of client wealth across generations.
Top Holdings
Equity Positions (800)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SYK | Stryker Corporation | 55.93% | $6.15B | 16,643,488 | $69.89 | $369.67 | -$450.2M |
I IVV | iShares Core S&P 500 Index | 12.37% | $1.36B | 2,033,275 | $302.28 | $669.30 | +$87.1M |
I IEFA | iShares Core MSCI EAFE ETF | 2.16% | $238.1M | 2,726,823 | $58.37 | $87.31 | +$8.0M |
A AAPL | Apple Inc | 1.50% | $165.3M | 649,004 | $64.47 | $254.63 | +$27.1M |
M MSFT | Microsoft Corporation | 1.38% | $151.7M | 292,811 | $193.26 | $517.95 | -$5.5M |