Machine Learning Meets
Fundamental Investing
in your
Separately Managed Account
Greyfield Capital Management is an Independent Investment Adviser.
Why Greyfield?
Cumberland Island is the only undeveloped barrier island on the Georgia coast. No bridges, no roads, no cell service. Visitors are limited, and they arrive by boat.
In 1825, a planter named John Gray bought five hundred acres there. Andrew Carnegie’s younger brother bought the island and his family later built a grand mansion, Dungeness — fifty-nine rooms, turrets, thirty-seven thousand square feet, and a staff to match. They built Greyfield too, a quieter home on Gray’s old field. Today Dungeness is a ruin. Greyfield is still standing.
I used to live across the water in Fernandina Beach. The name came home with me. Far from the crowd is where we do our best work.
As a Greyfield Client
Accounts in Your Name
Individual accounts, IRAs, Roth IRAs, 401(k) rollovers, trusts, private foundations, business retirement plans, and corporate accounts, each held at Interactive Brokers LLC or Charles Schwab & Co., Inc. You own the securities directly and can see them at any time.
The Greyfield Statement
One consolidated statement for all of your accounts with us, reporting your time-weighted return the way the firm's own results are reported.
Two Custodians for Additional SIPC Protection
Larger portfolios can be held at both Interactive Brokers LLC and Charles Schwab & Co., Inc., each with its own SIPC protection of up to $500,000 per customer in each separate capacity, such as individual, trust, or IRA. SIPC covers a custodian's failure, not a loss in value.
Every Holding Chosen by Name
A global portfolio of businesses. Nothing in your portfolio by default. We go where the value is.
Results Net of Fees
Firm results are published every year, net of all fees and commissions.
Built for You
Risk levels tailored to each account.
Charles A. Bettendorf
Founder & Portfolio Manager“Machine learning powers our search for overlooked businesses. Due diligence is done the human way. Nothing should be in your portfolio by default.”
About Charles →Fiduciary Standard
As a state-registered investment adviser, Greyfield Capital is held to a fiduciary standard of care. This means we are legally obligated to act in our clients' best interests at all times, disclose any conflicts of interest, and provide full transparency regarding fees and compensation. Client assets are custodied at Interactive Brokers LLC and Charles Schwab & Co., Inc.
What Is a Fiduciary?