WHY GREATMARK?
Local - All investment decisions impacting your portfolio are made locally
Fee-based - Greatmark is a fee-based firm. We don't charge transaction commissions on any of our work nor do we bill you for our time. We believe this aligns your interests with ours. We have no incentive to sell you products or trade your account.
Independent - With all the recent changes on Wall Street - mergers, failures, bailouts and name changes, our independence is a real strength. Greatmark is not affiliated with any brokerage firm or bank.
Focused on costs - Costs eat into performance. We have priced our management fees to be very competitive in the marketplace. Our competitive, simple fee structure helps keep your costs low.
Customized - Greatmark doesn't follow a cookie-cutter approach. We will customize your portfolio to meet your own individual risk tolerance and needs.
Old fashioned investing - We are a "long way from Wall Street" in our approach. Wall Street invents complicated products that caused a lot of the problems of the recent financial crisis. We shy away from "sophistication" and instead, focus on good, old-fashioned investing - buying businesses for the cash flow they can produce for their owners.
Fee-based - Greatmark is a fee-based firm. We don't charge transaction commissions on any of our work nor do we bill you for our time. We believe this aligns your interests with ours. We have no incentive to sell you products or trade your account.
Independent - With all the recent changes on Wall Street - mergers, failures, bailouts and name changes, our independence is a real strength. Greatmark is not affiliated with any brokerage firm or bank.
Focused on costs - Costs eat into performance. We have priced our management fees to be very competitive in the marketplace. Our competitive, simple fee structure helps keep your costs low.
Customized - Greatmark doesn't follow a cookie-cutter approach. We will customize your portfolio to meet your own individual risk tolerance and needs.
Old fashioned investing - We are a "long way from Wall Street" in our approach. Wall Street invents complicated products that caused a lot of the problems of the recent financial crisis. We shy away from "sophistication" and instead, focus on good, old-fashioned investing - buying businesses for the cash flow they can produce for their owners.
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