Moline, IL Office
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Greatdane Investment LLC
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About
Greatdane Investment LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. Services include customized portfolio construction using ETFs, mutual funds, individual equity and fixed-income securities, plus tax, estate and marital/divorce financial planning guidance.
The firm develops written investment policy statements tailored to each client’s goals, risk tolerance and liquidity needs, and monitors accounts at least quarterly. Its investment process draws on asset allocation, fundamental and cyclical analysis, diversification, and may incorporate options and selective retention of legacy positions for tax or portfolio-fit reasons.
Greatdane is jointly owned and operated by two partners whose complementary backgrounds — one with extensive trading and securities experience and the other a CFP with private-bank experience — create a cross-generational advisory team uncommon for a firm of this scale. The firm is fee-only, does not participate in soft-dollar arrangements, recommends a specific custodian for client accounts, and maintains written business-continuity and limited-custody safeguards.
Based on Greatdane Investment LLC
Expertise
Based on Greatdane Investment LLC
Location
Moline IL
Advisors at this office
1
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