WAYS TO INVEST 2017-09-26T15:12:51+00:00

Green Square Asset Management offers two distinct investment options for its partners and client.

Green Square Fund

The Green Square Tax Exempt High Income Fund (Institutional Share: GSTAX)) was launched on Sept 15, 2017. The fund is a High Yield Municipal Fund with a focus on project revenue bonds in sectors deemed vital to the economy. For more information, please go to Green Square Funds.

Separately Managed Account

Green Square Asset management has been managing the Equity Income Strategy in a separate account format for nearly a decade.  The investment goal of the strategy is to construct a portfolio of blue chip U.S. companies with the following attributes; high-quality and liquid balance sheets; durable cash flows supported by attractive relative cash flow margins; attractive and growing dividends; attractive valuation.  For more information please email marketing@greensquarecap.com.