Ashcroft Green Advisors, LLC

The firm provides personalized portfolio management and comprehensive financial planning to individuals and small businesses, delivering ongoing supervision and tailored investment policy statements. It operates as a fee‑only adviser primarily compensated through asset‑based advisory fees and also makes hourly financial planning engagements available; the firm publishes weekly market commentary distributed by email and on the Seeking Alpha platform.

Investment decisions are guided by fundamental and macroeconomic analysis, with emphasis on valuation and risk‑adjusted return metrics and the use of research platforms such as Portfolio Visualizer, Right Capital, and YCharts. The adviser offers both discretionary and non‑discretionary services, and supplements research, drafting, and administrative work with artificial intelligence tools—reviewed by staff—before incorporating outputs into client communications or recommendations.

Distinctive aspects include the firm principal’s active real estate license and ongoing residential real estate sales activity, which consumes roughly one quarter of professional time and generates commission income; the firm discloses this outside business activity and maintains policies intended to address related conflicts of interest. The firm is newly formed and combines several less-common features for its peer group—public market commentary via a third‑party platform and the availability of hourly planning fees—alongside its standard asset‑management services.