Jeff Bates's Contact Details

Jeff Bates's Company Details

Green Square Capital is an independent boutique wealth management firm focused on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions. Today, we serve the needs of approximately 100 families throughout the U.S., with more than $1.5 billion under management. Focusing on first and second-generation entrepreneurs allows us to customize our institutional investment process to address the unique needs of our clients. Offering two client experiences, Wealth Advisory and Family Office, all clients benefit from our four-square service promise: objectivity, impeccable service standards, consolidated reporting and partnership with key advisors.