A complete list of active advisors currently associated with G. P. Greco & Co., Inc.
Warmer can help you find a great advisor at G. P. Greco & Co., Inc. or one who fits your needs even better.
G. P. Greco & Co., Inc. is a small, single-advisor independent registered investment adviser that provides ongoing portfolio advisory services to individual clients, generally with a stated account minimum of $250,000; the firm manages roughly $4.7 million across 16 client accounts and charges asset-based advisory fees. It prepares a customized Investment Policy Statement for each client and offers both discretionary and non-discretionary portfolio management. The firm’s investment process uses cyclical and fundamental analysis alongside modern portfolio theory, emphasizes long‑term trading and regular monitoring (accounts are reviewed at least monthly), and documents client risk tolerance and asset-allocation decisions in the IPS. G. P. Greco limits its advice to a defined set of investments — domestic and foreign equities, public and private credit, hedged strategies, public and private real assets, cash equivalents and related instruments — and discloses policies for fair allocation of limited opportunities such as IPOs. Notable departures from many small independent advisers include an affiliated insurance agency through which the firm acts as a licensed life and health insurance agent, offering fixed-indexed annuities, permanent life insurance, and long‑term care insurance and receiving commissions for such sales. The firm’s principal also has an affiliation with a venture fund (VU Venture Partners) and may recommend that fund to clients and receive carried interest, and the firm requires clients to use specified custodians (including Interactive Brokers LLC and Inspira Financial Trust LLC), which are distinctive operational and conflict-of-interest considerations for prospective clients.
To learn more about the advisors currently working at G. P. Greco & Co., Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Palo Alto, CA
| 5
|
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