A complete list of active advisors currently associated with Green Investment Strategies, Incorporated
Warmer can help you find a great advisor at Green Investment Strategies, Incorporated or one who fits your needs even better.
Green Investment Strategies provides ongoing portfolio management and investment advisory services to individuals, including high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client and advises on a broad set of securities — mutual funds, ETFs, fixed income, real estate funds/REITs, non‑U.S. securities, commodities, private placements, and venture capital — and may direct clients to third‑party money managers for implementation. The firm’s investment approach is informed by Modern Portfolio Theory, emphasizes long‑term trading and documented risk‑tolerance profiles, and includes monthly account reviews with custodian‑provided reporting. Green operates primarily on a non‑discretionary basis, so clients retain final approval over transactions, and the adviser facilitates relationships with external managers rather than exercising trading discretion. Noteworthy aspects disclosed in the brochure include that virtually all reported assets are non‑discretionary and that the firm directs clients to third‑party advisers with negotiated fee‑sharing arrangements. The firm also requires clients to use specified custodians (including Schwab Institutional and Citizen Mint Advisors) and discloses receipt of research and other soft‑dollar benefits from custodians, creating potential conflicts that Green states it monitors.
To learn more about the advisors currently working at Green Investment Strategies, Incorporated, 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.
Name |
Location |
Years of experience |
|---|---|---|
Rydal, PA
| 3
|
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