FMT Investment Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FMT Investment Advisory (Green Partners, LLC, dba FMT) provides fee‑only, fiduciary investment supervisory services and ongoing portfolio management to individuals, high‑net‑worth clients, and corporate or business entities. Services include developing individualized investment objectives, asset allocation and personal investment policy, and exercising discretionary trading authority with regular account reporting.
The firm’s investment approach emphasizes fundamental analysis with secondary technical analysis and employs both long‑ and short‑term trading strategies. Its listed investable instruments include equities, bonds, ETFs, options, bitcoin, REITs and private placements, and the adviser may implement option and other derivative strategies within client accounts.
Noteworthy aspects relative to peers are the firm’s explicit use of derivatives and option strategies in managed accounts and its provision of services to corporate clients in ways that can encompass pension consulting and investment policy advice. The brochure also notes custodial recommendations of Interactive Brokers and Charles Schwab and indicates the adviser manages roughly $30.9 million across a concentrated client base with quarterly reviews.
Client services
Expertise
Fee options
$1 - $2,000,000: 1.5% $2,000,001 - $4,000,000: 0.8% to 1.0% $4,000,001 - $10,000,000: 0.80% $10,000,001+: 0.70%
Account minimum: $100,000 (waivable) Fee-only: Fee-only basis, no commissions or sales charges.
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona · California
Also doing business as
Fmt Investment Advisory · Green Partners, LLC · Green Partners, LLC (Nicholas John Green)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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