A complete list of active advisors currently associated with FMT Investment Advisory

Warmer can help you find a great advisor at FMT Investment Advisory or one who fits your needs even better.

FMT Investment Advisory (Green Partners, LLC) is a fee‑only registered investment adviser that serves individuals, high‑net‑worth clients and corporations or business entities. The firm provides discretionary portfolio management, investment planning and ongoing supervisory services on an asset‑under‑management basis, managing roughly $24.4 million for about 43 clients. The solo adviser constructs client portfolios using a mix of fundamental analysis and secondary technical analysis, implementing asset allocation and both long‑ and short‑term trading strategies. The firm’s disclosure lists a broad set of investable instruments — including equities, fixed income, ETFs, mutual funds, REITs, options and bitcoin — and it seeks discretionary trading authority to monitor and execute trades on clients’ behalf. What distinguishes the firm from many peers is its documented use of options and other derivative instruments within client accounts and its engagement with corporate/business clients in advisory roles that can include pension consulting. As a single‑advisor, fee‑only practice the adviser performs quarterly account reviews personally, does not accept commissions or performance‑based fees, and recommends custodians such as Interactive Brokers and Charles Schwab for execution and custody.

To learn more about the advisors currently working at FMT Investment Advisory, 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.