November 27, 2014 2:06 PM ET

Capital Markets

Company Overview of Greenleaf Trust

Company Overview

Greenleaf Trust is a privately owned investment manager. The firm also provides retirement planning, estate planning, and trust services to its clients. Under trust services, it acts as the sole trustee for living trusts, charitable trusts, irrevocable trusts, marital and bypass trusts, and qualified terminable interest property trusts. The firm provides its services to high net worth individuals, companies, foundations, and endowments. It manages separate client focused balanced portfolios for its clients. The firm invests in the public equity and fixed income markets of the United States. It also invests in the mutual funds to create its portfolios. The firm conducts in-house research to m...

211 South Rose Street

Kalamazoo, MI 49007

United States

Founded in 1998





Key Executives for Greenleaf Trust

Chief Executive Officer
Executive Vice President
Executive Vice President and Director of Personal Trust Division
Executive Vice President and Trust Relationship Officer
Compensation as of Fiscal Year 2014.

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