Global resources. Local insight. Private Wealth Management
The Green/McCullough Wealth Management Group
317-816-1826
317-816-1825
855-531-3862
8801 River Crossing Blvd.
Suite 400
Indianapolis, IN 46240
Read about our wealth management services
Guiding endowments and foundations toward their goals
Because we understand the funding and fiduciary pressures you’re facing, we take the time to fully understand your unique financial situation. Following a disciplined process, informed by our experience and the intellectual capital of UBS, its manager research capabilities and an open platform of managers and funds, we customize your unique investment programs to your specific objectives and mission.
Fiduciary challenges continue to be top of mind for our clients. We provide ongoing support for reviewing and evaluating spending and expenses as well as helping you manage fiduciary documentation. We also work with you to:
- Create, formalize and execute your investment policy statement
- Review the investment process and maintain appropriate documentation
- Provide communication and educational resources
For any mission-driven organization, fundraising is critical to long-term success. Using our team‘s Gift Capacity Analysis tool, which we've developed to help enhance your fundraising efforts, we can analyze the potential impact of gifts on the donor’s total financial picture, helping him or her make more informed decisions about the size of the donation.
Tailoring our advice and services
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Matthew Green has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
- Barron's Top 1,200 Financial Advisors, 2018
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