Greenspring Advisors, LLC

Investment Strategy

Greenspring Advisors employs a client-centric investment philosophy, creating personalized investment policies for each client based on their unique objectives, risk tolerance, time horizons, and liquidity needs. The firm manages accounts either on a discretionary or non-discretionary basis, focusing on diversification across a broad range of asset classes such as stocks, bonds, exchange-traded funds (ETFs), mutual funds, and alternative investments. Greenspring's strategy does not subscribe to a rigid long-term or short-term ideology, instead tailoring portfolios to include both short-term and long-term securities to address both immediate and future financial goals. Clients can impose reasonable restrictions on holdings, and all portfolios are managed with ongoing review of tax considerations and evolving financial objectives.