A complete list of active advisors currently associated with Green Investment Management, Inc.

Warmer can help you find a great advisor at Green Investment Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Green Investment Management, Inc., 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.