Downloads
The following information is available for download. Please take some time to review.
Firm Information:
Greenspring Firm Profile
Greenspring Professional Biographies
Greenspring Privacy Policy
Greenspring Form ADV Part II
Greenspring Form ADV Part II, Schedule F
New Client Information:
Greenspring Confidential Questionnaire
Fiduciary Resources:
Fiduciary Questionnaire (NAPFA)
Fiduciary Checklist (NAPFA)
DFA Resources:
The Science of Investing
DFA Funds Hard to Buy Easy to Own
Dimensional's 'Passive' Course Pays Off
Articles of Interest:
The True Cost of Financial Services
Charitable & Philanthropic Resources:
GWM Charitable Giving Questionnaire #1
GWM Charitable Giving Questionnaire #2
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