
Many friends and clients ask about the origin of our company, below is how it all started over 12 years ago.
It started with Dad. His advisor was a big bank. They had him invested in high fee mutual funds and risky bonds. This was just before the ‘08 financial crisis. I cleaned up his portfolio by reinvesting in high quality assets and removed most of the fees. He weathered that crisis and now sleeps well at night.
This is when I realized the massive conflicts of interest in the traditional brokerage model. At Greenline we had the opportunity to start a hedge fund. Manage a mutual fund. Have paid referral relationships. We turned it all down. We said we would never pitch clients on products. We wanted to be the most trusted member of each of our clients’ financial family.
Today, our clients are primarily sophisticated business owners, hedge fund principals, tech entrepreneurs, and real estate owners.
