Wealth Management

Contact

How can we help you?

Contact us at our Greenbird Capital office or submit a request online.

Wealth Management

Greenbird Capital’s financial consultants have the knowledge and experience to understand your needs and help you attain your financial goals. We work with you to find a strategy that is tailored to your specific investment goals and time horizon. Every investor has a specific set of financial goals with different objectives, which is why we believe every investor needs a financial consultant who can provide specialized attention and service. Our financial consultants have the flexibility to analyze industry leading investment opportunities on your behalf and the ability to help you decide which investment is right for you.

Wealth Management Investment Vehicles

Stocks
A stock is a share in the ownership of a company. Stock represents a claim on the company’s assets and earnings. Common and preferred are the two main forms of stock. At Greenbird Capital, we offer an extensive review and calculated plan on what we think works best in each person’s individual plan and circumstance. Please contact us to assist you in creating a diversified stock portfolio to meet your investment objectives.
Mutual Funds
Mutual Funds offer individual investors the benefit of pooling their money with that of many other investors for greater buying power. They also allow investors to own many securities (stocks, bonds, and other products) that they could normally not afford to invest in individually. Other benefits offered by Mutual Funds are professional management and diversification. One of our Financial Advisors can assess your current financial situation and help you choose a mutual fund that is right for you.
ETF's
An ETF, or exchange-traded fund, is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. By owning an ETF, investors get the diversification of an index fund as well as the ability to sell short and buy on margin. There exists the potential for favorable taxation on cash flows generated by ETFs since capital gains from sales inside the fund are not passed through to shareholders as they commonly are with mutual funds. ETFs may be subject to commission charges. Please contact one of our Financial Advisor to determine if ETFs are right for you.

Contact

How can we help you?

Contact us at our Greenbird Capital office or submit a request online.