Green Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,614,793
Clients
129
Advisors
1
of 2 employees
About
Green Investment Management, Inc. provides discretionary investment management to a range of clients including individuals, retirement plans, trusts, charitable organizations, corporations, and other registered investment advisers. It delivers services through a model-based program in which it acts as Program Manager and as a direct Strategist for certain models, implementing portfolios through qualified custodians such as Charles Schwab and AXOS.
GIM emphasizes asset allocation as the primary determinant of long-term returns and manages its Models using a blend of fundamental, technical, and quantitative analysis with strategic targets and tactical ranges. Offerings span tax-aware and strategic global Models as well as more specialized strategies — including defined‑maturity bond “Income Bucket” approaches, Buffer ETF managed‑risk strategies, disruptive‑technology and cryptocurrency ETF Models — and some Models are offered with recommendations from an outside strategist while GIM retains final authority.
Compared with many peers, GIM serves other investment adviser firms as clients and continues to maintain periodic communications for clients and advisers, including a Market Commentary newsletter and model-level performance and risk/return comparisons made available to investors. The firm also discloses legacy solicitor and revenue‑sharing arrangements and oversight of outside‑strategist Models, factors that may affect how certain models are offered and reviewed.
Client services
Expertise
Fee options
$0 - $250,000: 0.25% (Confident Cash Plus) $250,001 - $500,000: 0.25% (Confident Cash Plus) $500,001 - $1,000,000: 0.25% (Confident Cash Plus) $1,000,001 - $5,000,000: 0.25% (Confident Cash Plus) $5,000,001+: 0.25% (Confident Cash Plus) $0 - $250,000: 0.50% (GIM Retirement Plan Models) $250,001 - $500,000: 0.50% (GIM Retirement Plan Models) $500,001 - $1,000,000: 0.50% (GIM Retirement Plan Models) $1,000,001 - $5,000,000: 0.50% (GIM Retirement Plan Models) $5,000,001+: 0.50% (GIM Retirement Plan Models) $0 - $250,000: 0.95% (GIM Guardian Models) $250,001 - $500,000: 0.85% (GIM Guardian Models) $500,001 - $1,000,000: 0.75% (GIM Guardian Models) $1,000,001 - $5,000,000: 0.50% (GIM Guardian Models) $5,000,001+: 0.50% (GIM Guardian Models) $0 - $250,000: 0.55% (GIM Tax-Aware Models) $250,001 - $500,000: 0.55% (GIM Tax-Aware Models) $500,001 - $1,000,000: 0.45% (GIM Tax-Aware Models) $1,000,001 - $5,000,000: 0.40% (GIM Tax-Aware Models) $5,000,001+: 0.35% (GIM Tax-Aware Models) $0 - $250,000: 0.65% (Saratoga Models) $250,001 - $500,000: 0.65% (Saratoga Models) $500,001 - $1,000,000: 0.55% (Saratoga Models) $1,000,001 - $5,000,000: 0.45% (Saratoga Models) $5,000,001+: 0.40% (Saratoga Models) $0 - $250,000: 0.50% (GIM Strategic Global Models) $250,001 - $500,000: 0.50% (GIM Strategic Global Models) $500,001 - $1,000,000: 0.40% (GIM Strategic Global Models) $1,000,001 - $5,000,000: 0.50% (GIM Strategic Global Models) $5,000,001+: 0.50% (GIM Strategic Global Models) $0 - $250,000: 1.00% (Annuities) $250,001 - $500,000: 1.00% (Annuities) $500,001 - $1,000,000: 0.75% (Annuities) $1,000,001 - $5,000,000: 0.50% (Annuities) $5,000,001+: 0.50% (Annuities)
Account minimum: $25,000 Fee-only: 100% of compensation derived from management fees; no commissions or sales charges accepted.
Main office
309 West 7th Street Suite 101
Fort Worth TX 76102
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Green Investment Management Inc · Green Investment Management, Inc.
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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