Our Process

Greenwich Wealth Management’s investment process starts with understanding the individual needs of our clients. This is done through periodic meetings with clients. We will work with the client to agree on the appropriate asset allocation based upon the following considerations:

• Income and liquidity requirements
• Investment time horizon
• Risk profile
• Financial goals
• Special needs

Client meetings form the basis from which the client’s asset allocation is established to achieve the client’s goals.

Greenwich Wealth Management implements a disciplined approach to total portfolio management and diversification using the following tools:

• Equities, includes, US, European, Pacific Rim, and Emerging Markets.
• Exchange Traded Funds (ETFs)
• Options
• Foreign Exchange
• Commodities and Futures
• Structured Products
• Alternative Investments

Greenwich Wealth Management does not originate products, therefore has no bias with respect to any particular structure or firm. There is no incentive to sell a client something unneeded.