Life Portfolio Helps Executives Retire in Their Own Way

Retirement Planning
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Since retiring from her career as a senior financial services executive, Ellen Griggs has served on the boards of several prominent companies and nonprofit organizations, including Market Street Trust Corporation. As part of her new chapter in her life, Ellen Griggs participated in and continues to endorse the Life Portfolio Program.

As Americans climb the corporate ladder, many fall victim to career-oriented tunnel vision. In so doing, they fail to make time for other opportunities of interest to them, a failure that becomes particularly prominent in retirement.

In response, the Life Portfolio Program encourages professionals to view life as a portfolio of experiences. Just like individuals acquire stocks and securities, they collect the people, projects, and ideas that make life interesting.

Through this unique approach to retirement planning, participants build a plan for their futures, which may involve formal retirement but more often finds them creating new businesses or joining boards of directors. Developing a Life Portfolio encourages professionals to consider what they really want out of life and retirement, and helps them achieve these new goals.

The Evanston Alternative Opportunities Fund

Ellen Griggs

Ellen Griggs is an experienced investment executive with over three decades’ experience in the industry, having led companies such as Massachusetts-based NEPC, LLC. Currently, Ellen Griggs serves as a board member for a diverse group of organizations, including Market Street Trust Company, InvestorForce, and Evanston Capital Management.

Evanston Capital Management offers investment services that aim to provide superior returns via carefully studied and managed portfolios. One of the services they offer is a registered fund which affords alternative earning opportunities to investors with primary portfolios.

Formed in 2014, the Evanston Alternative Opportunities Fund is a non-exchange-listed and closed-end investment vehicle whose shares are listed under the Securities Act of 1933. It is intended to have a complementary effect on private investments and has been specifically formulated to enact the same strategies as Evanston’s flagship funds.

With an initial investment of at least $50,000, the Evanston Alternative Opportunities Fund is available to accredited investors and delivers a quarterly liquidity via tender offers.