A complete list of active advisors currently associated with Battle Green Advisors

Warmer can help you find a great advisor at Battle Green Advisors or one who fits your needs even better.

Battle Green Advisors is a small, state-registered investment adviser that provides discretionary investment management to individuals, high-net-worth clients and businesses through a set of model portfolios. The firm manages roughly $15.4 million for about 21 clients with a two-advisor team and typically requires a $25,000 minimum for managed accounts. The firm combines fundamental and quantitative methods — including statistical models and machine learning algorithms with technical analysis and macro overlays — to select stocks and ETFs based on price/volume action and fundamental catalysts such as earnings surprises. Battle Green constructs and manages model portfolios on a discretionary basis, uses Interactive Brokers as custodian, and documents account activity and annual portfolio reviews for clients. Noteworthy among peers, Battle Green uses borrowing/margin in separately managed accounts as part of its strategy, a practice that is uncommon for supported firms. The firm also emphasizes daily review of model portfolios and a quantitative data-science orientation, reflecting an analytical approach that differs from many small advisers that rely primarily on traditional fundamental analysis.

To learn more about the advisors currently working at Battle Green Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.