The Story of Steel Grove
The evolution of our company and our legacy of growth and innovation began more than two decades ago and continues to this day.
2001
Green Square Founded
Green Square founded by a Goldman Sachs executive.
2008
Center Coast Capital Founded
Center Coast Capital is founded.
Established Green Square Equity Income Strategy
2011
Schwab Award
Green Square Wins Schwab Award for Management Innovation and Business Strategic Planning.
2013
Forbes “Top 50” Recognition
Named one of Forbes Top 50 Wealth Managers among Fastest Growing RIAs.
2016
Capital Allocation Collaborative Formed
Formed Capital Allocation Collaborative to network Family Offices.
2017
Investment Advisory Board Created
2018
Center Coast Capital Sold
Center Coast Capital is sold to Brookfield.
Senior Advisory Board Created
2020
SpringTide Partnership
Established Investment Research partnership with SpringTide Partners.
Tristone Partnership
Established Investment Analytics partnership with Tristone Partners.
2023
Steel Grove Is Born
Rebranded to Steel Grove.
