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Greenleaf Trust is a privately owned investment manager. The firm primarily provides its services to individuals, corporations, charitable trusts, qualified retirement plans, revocable and irrevocable trusts, endowments, and foundations. It manages separate client focused balanced portfolios for its clients. The firm invests in the public equity and fixed income markets of the United States. It also invests in mutual funds for its clients. The firm invests in stocks of small-cap, mid-cap, and large-cap companies. It employs a fundamental analysis with a top-down stock picking approach to create its portfolios. The firm conducts in-house research to make its investments. Greenleaf Trust was founded in 1998 and is based in Kalamazoo, Michigan.
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100 West Michigan Avenue
Suite 100
Kalamazoo, MI
49007
United States
Phone: 269-388-9800
Secondary Phone: 800-416-4555
Fax: 269-388-9868
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