Green & Deckert LLC

Green & Deckert serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, providing discretionary asset management and retirement‑plan consulting, including the ability to act as a 3(21) or 3(38) fiduciary for employer‑sponsored plans. The firm manages approximately $132.8 million in discretionary assets through a two‑advisor team and offers ongoing portfolio supervision and plan investment‑option selection support.

The firm’s investment approach is long‑term and rooted in Modern Portfolio Theory and multi‑factor research, emphasizing broad, asset‑class diversification and statistical testing to target appropriate risk‑return profiles. Portfolios are principally constructed using Dimensional Fund Advisors’ mutual funds (including funds made available primarily to institutional investors and selected advisers) and are monitored and rebalanced according to established protocols, with back‑office and trading support provided by a third‑party service provider.

What is noteworthy for a firm of this size is its combination of advisory, tax, and insurance activities: the advisers are affiliated with an accounting practice and provide tax‑preparation services through an affiliated CPA entity, and they are also licensed insurance agents who may recommend commissionable insurance products (a conflict the firm discloses and addresses in its policies). The firm’s documented use of institutional‑access DFA funds and its reliance on an external operations provider for trading and administration further distinguish its service mix from many similarly sized peers.