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Greenfield Seitz Capital Management
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Executive Summary
Funds

GSCM manages separate accounts with a focus on large-cap equities. Each portfolio can be custom tailored to the individual’s needs.

Asset Management

Roughly $400 million.

Minimum Investment

$1 million.

Fee

Fixed annual fee, 1% of assets under management. (Negotiable over $5 million.)

Asset Allocation

Our target asset allocation is 90% equities and 10% cash. (Will vary with tactical allocation.)

Portfolio Structure

Our model portfolio is typically comprised of 40-50 stocks.

History

GSCM traces its roots to Eric Greenfield first managing equity portfolios in 1963. We still use the same process today.

Communication

Monthly phone contact and annual in-depth portfolio review.

Liquidity

All of our portfolios offer immediate liquidity at the current market price during market hours.

Account Protection

Each account custodied by Raymond James & Associates is protected for the net equity of the client's securities and cash positions. Member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure is available upon request or at www.sipc.org. We then provide additional protection (excess SIPC) through Lloyd's.


 

1722 Routh Street, Suite 760   |   Dallas, TX 75201   |   Phone 214-367-6170   |   Toll Free 800-301-8849   |   Fax 214-367-6180