Reaching New Financial Heights

A Message to Our Investors

Let’s begin with GRN Funds recommendations for investment strategies and management of your account in accordance with your specific financial goals. Your objectives outline will be established in accordance with the profile information you provide. Specifically, the outline will:

• Establish reasonable expectations, objectives, and guidelines for the investment of your portfolio.

• Set forth an investment structure detailing the expected initial allocation among asset classes.

• Create the framework for a well-diversified asset mix that we believe will produce long-term returns in accordance with your level of risk.

GRN Funds understands the metrics that are important for investors with a specifically structured workflow to keep eyes on key metrics & goals.

GRN Funds investment team is responsible for the day-to-day management of GRN Funds investment portfolios, as well as providing ongoing support and guidance to GRN Funds advisors and investors.


The term “risk” as it relates to investing may have negative connotations. It is true that riskier assets have a greater chance of decreasing in value at some point. Yet, taking on risk in the investment world can also bring reward, as riskier investments tend to have greater potential to significantly increase in value. The key is to find a balance between lower-risk and higher-risk investments that is appropriate for your specific investment objectives. The goal of investment analysis is to analyze the attractiveness of an asset not only based on its risk, but also on the potential return the asset may bring to the portfolio. Consistent with our overall approach, GRN relies on a set of quantitative inputs and qualitative evaluations of asset classes to estimate overall return potential.



With the primary goal of protecting the public and keeping them safe, the federal, state, and local governments operate public safety departments comprised of individuals from the police, EMS, L&I, and department of transportation. Adhering to the regulations of these entities is essential to avoiding a catastrophe.


Regulatory risk is the risk of a change in regulations and law that might affect an industry or a business. Such changes in regulations can have a significant impact on the framework of an industry, cost-structures, or business operations. Our approach to regulatory risk is designed to preserve value and performance.


A price war is a competitive exchange among rival companies who lower prices to undercut one another. Price wars can be prevented through strategic price management (with non-aggressive pricing), a thorough understanding of the competition, or even communication with competitors.


Any time you put money at risk in an attempt to profit, there is an inherent level of uncertainty. When new threats such as governmental regulation or recession arise, the level of uncertainty increases. Uncertainty is the inability to forecast future events.


Ready to Reach New Financial Heights?