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 Client Resource Center |
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Green Street Capital, LLC - Experience the Difference In a financial services marketplace in which all investment advisors appear to be doing the same thing in much the same ways, the problem for investors of all types is how to find real value with consistently good, and hopefully, superior investment performance. "As a CSSC EmpoweredSM, affiliate, see how our dynamic team provides a different approach to assist you in making highly informed investment decisions from among the broadest selection of available, qualified managers while giving you a unique level of understanding and control of the investment selection and performance monitoring process." Changing the way Financial Services are rendered Green Street Capital, LLC was founded as a true alternative to the traditional financial services industry. As independent advisors, we are working together to create a client experience that is fundamentally different because our process is fundamentally different - a clean, transparent and empowering process. Clients are enabled to make better informed decisions for themselves and their families and answer the single most important question with regard to manager or financial product selection: "Of all the available choices, which one is best for us?" This is a simple question that the traditional financial services marketplace has never been able to definitively answer. The financial services marketplace has, since inception, been vendor dominated - and nearly everyone that is offering "help" to clients within the financial services marketplace appears to have an "agenda," something they would prefer the client to select because (in some way) that selection will benefit that person (broker, "advisor", firm, etc.) more than some other selection would. As a CSSC Empowered Affiliate, we use CSSC's unique, proprietary and patented technology and methodologies to essentially commoditize any number of financial products, which allows our clients to see through the marketing hype and behind-the-scenes deals. We can now optimize investment manager selection and performance monitoring in a way never before possible - with full transparency, objectivity, and specificity to individual client needs. We offer a full range of Investment Advisory services for individuals, businesses and those acting in a fiduciary capacity as well as Insurance Advisory Services. Our joint mission with CSSC is to fundamentally change the way financial services are rendered - to transfer the balance of power away from the vendors and distributors of financial products and into the hands of the investor or fiduciary. Our Advisors  Marcia M. Lewis, CPA/PFS, CFPMarcia has over 30 years experience assisting businesses, tax exempt organizations and individuals with their finances.  Download Vcard for Marcia M. Lewis
 W. Thomas Cooper, CPA/ABVTom has over 40 years experience as a CPA serving entrepreneurial clients and additional expertise as managing partner of his firm.He also is a former member of the Board of Directors of the American Institute of Certified Public Accountants. Download Vcard for W. Thomas Cooper  Melissa Marvel Buddeke, CPA/PFSMelissa has over 15 years experience in fiduciary investment consulting and management including 401(k) and defined contribution plans. Download Vcard for Melissa Marvel Buddeke |
Advisory Services offered through CSSC Investment Advisory Services, Inc., a Registered Investment Adviser (www.csscias.com) Securities offered through CSSC Brokerage Services, Inc., Member FINRA (www.finra.org) and SIPC (www.sipc.org) Insurance Services offered through CSSC Insurance Services, Inc. Information related to securities and insurance is intended for residents of KY, FL, GA, IN, MI, NY,OH, WA and CA only. If you are not a resident of one of these states, please let us know, as state registration can be applied for, whereby, upon approval, we will be able to communicate directly with you. By visiting and utilizing this website, you agree to the terms and conditions of the Website Disclaimer available through the following link: Website Disclaimer. Privacy Policy. vc#1285-31-00 |
502-584-1011
