Kalamazoo, MI 49007, US
Despite our firm’s name, you do not need a trust to work with us. Whether you are an individual, a foundation or endowment, a corporation, or a not-for-profit organization, we pattern our service to consistently exceed your individual wants, needs and requirements. We will spend appropriate time getting to know you, learning your views and perspectives, your requirements for today, and your expectations and hopes for tomorrow. This enables us to provide service that is not only proactive and easily accessible, but also distinctly relevant. To further enhance communication and understanding, we developed the Greenleaf Trust Client Service Standards Policy, which acts as your road map throughout the Greenleaf Trust client experience.
Greenleaf Trust has one of the lowest ratios of clients per client service teams in the industry, giving us more time to concentrate on you. We have a unique, client-focused perspective, unclouded by conflict of interest or ulterior motives, and we accept no fee rebates or soft dollar remuneration from any of the investments in your portfolio. Our fee is based purely on your portfolio’s market value and not on the size or number of transactions.
Products / Services
Retirement Plan Services
The proper management and administration of employer-sponsored retirement plans requires expertise, experience and discipline. Our team of retirement plan specialists is exceedingly well suited to service the comprehensive needs of employers, large and small.
Qualified retirement plans typically operate under one of two investment approaches: professionally managed or participant-directed. Defined benefit and defined contribution plans requiring professional investment management services are serviced using the same disciplined investment management process, and the same client-centric team mo