GREEN SQUARE

Our purpose at Green Square Capital Advisors is to provide financial peace of mind to wealthy families, foundations and institutions... At Green Square, our core values, brand promise and investment advisors are the biggest drivers of our success. An investment advisory team consisting of senior investment professionals works with every client of our firm. This team-based, boutique approach ensures that our clients receive the highest degree of personal service... Green Square offers Family Office services. Family Office clients have more complex needs associated with customized reporting, alternative investment due diligence and coordination, asset and liability optimization, and coordination amongst professional service providers such as accounting, legal and insurance. For Family Office clients, Green Square acts as an outsourced chief financial officer.

Also known as: Green Square Capital Advisors

Primary location: Memphis United States