GREENWICH FINANCIAL MANAGEMENT INC.

Practice Areas of the Firm

The firm practices in four areas:

• Management of U.S. and overseas assets in individually managed accounts.
• Application for new life insurance, including the use, when needed and appropriate, of premium finance.
• Purchase of existing life insurance policies, and/or replacement by new life insurance policies, when needed and appropriate
• Retirement and estate planning.

The firm’s approach has these characteristics:

• We create our edge through meticulous research and idea generation.   We compete based on knowledge and proficiency as customized to particular client situations.
• We regularly publish research, overviews and commentary as part of an ongoing dialogue with our clients and potential clients.  
• We often work in close cooperation with other professionals in advising clients, particularly public accountants, law firms and management consulting firms.   The firm itself does not itself practice in any of these three fields.   Where the client lacks a qualified attorney, accountant or management consultant, the firm is able to provide referrals.