The Greenard Index

The more information that we have regarding our clients and their immediate family, the more proactive we can be with the advice we provide.

One of the most important components to investing is diversifying your investments geographically and managing currency exposure.

Monitoring currency changes monthly is easy to do when looking at your monthly statements.

When we first begin working with new clients, we will always spend time talking about currencies with respect to investing. Here’s why.