Invest with Purpose

Over the past several years, investors have experienced a challenging investment environment. We believe a key element in building a sustainable investment strategy is to “invest with purpose” and the first step in doing so is to understand exactly what each investor is trying to achieve with their wealth. This paper highlights and delves into GenSpring’s unique goals-based investing process which we believe can provide investors with the foundation to build a disciplined long-term strategy that can be maintained under a variety of market conditions.