Client Resource Center



Green Street Capital
500 W. Jefferson Street
Suite 1600
Louisville, KY 40202-2826
View Map

502-584-1011
Fax: 502-584-4960

Marcia M. Lewis, CPA/PFS, CFP
mlewis
@greenstreetcapital.net
W. Thomas Cooper, CPA/ABV
tcooper
@greenstreetcapital.net
Melissa Marvel Buddeke, CPA/PFS
mbuddeke
@greenstreetcapital.net


Business Client Services

Below is a list of our Business Client Services. For more information, please call us at 502-584-1011 or complete the Request More Information Form.


Investment Advisory Services

  • Retirement Services
       - 401(k) Plans, 403(b) Plans
       - Profit Sharing Plans /
       - Defined Benefit Pension Plans (Cash Balance, 412(i), and more)
       - Taft-Hartley Benefit Plans
       - Public and Government Plans
       - “Second Opinions” of existing plans or recommendations
         available on a case-by-case basis
  • Investment Policy Statement Design
  • Non-Qualified Plans
  • Employee and Executive Education/Planning
  • Planned Giving Strategies and Implementation
  • Asset Allocation Studies
  • Unique Manager Search and Evaluation Capabilities
  • Unbiased Access to:
       - Private Account Management
       - Mutual Funds
       - ETFs
       - Fixed and Variable Annuities
       - Certificates of Deposit with FDIC Insurance
    		•

    Insurance Advisory Services

  • Buy/Sell Funding
  • Key Person and Cross Purchase Insurance
  • Long Term Care Insurance
  • Existing Life Insurance Policy Analysis (block pricing available for Trust Companies)
  • Disability Insurance
  • Immediate and Deferred Annuities, Includes Annuities Used in Elder Care
  • Corporate Owned Life Insurance (COLI)
    		•

    Business Brokerage Services

  • Buy-Side Representation
  • Sell-Side Representation
  • Valuation of Your Business
    		•



    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.

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