G. P. Greco & Co., Inc.

The firm provides investment advisory services to individual clients as a solo practice, managing accounts through ongoing portfolio management and a Personal Savings Program. It serves a small client base and handles both discretionary and non-discretionary accounts while preparing an Investment Policy Statement for each client.

The firm's investment process emphasizes long-term trading and combines cyclical, fundamental, and modern portfolio theory analyses to guide asset allocation, security selection, and regular portfolio monitoring. Its G.P. Greco Portfolio framework explicitly integrates three components — personal insurance, public investments (mutual funds and ETFs), and private investments (including Evergreen and interval funds and other private credit/real assets) — and seeks authority to implement strategies in line with each client’s goals and risk tolerance.

Noteworthy for an independent solo adviser, the firm and its owner are licensed life and health insurance agents operating an affiliated insurance agency and offer fixed-indexed annuities, permanent life insurance, and long-term care insurance; those insurance activities can generate commissions and are disclosed as potential conflicts of interest. The firm also offers access to private investment opportunities and has an affiliation with a venture fund through the principal’s role as a Venture Fellow (including potential carried interest), and it requires clients to use designated custodians for execution — all relationships the brochure discloses.