A complete list of active advisors currently associated with Green Trail Investments, LLC

Warmer can help you find a great advisor at Green Trail Investments, LLC or one who fits your needs even better.

Green Trail Investments is a fee‑only advisory firm that works primarily with individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management, financial planning, and consulting. The firm reports managing roughly $25 million across about 41 client relationships and also offers guidance on clients’ employer retirement accounts (assets held away). Investment decisions are informed by modern portfolio theory combined with a top‑down sector analysis, and client objectives are documented in Investment Policy Statements with periodic (typically quarterly) reviews. The firm can operate with discretionary authority or obtain prior client approval for transactions and delivers written financial plans on an agreed schedule, often within 90 days. Noteworthy aspects include an affiliated tax‑preparation business operated by the firm’s principal — a disclosed material relationship that the firm says is mitigated by client disclosures and the option to use other providers — and a practice of advising on 401(k)/retirement plan accounts, a form of pension consulting that is less common among solo independent advisors. The firm also employs flexible fee arrangements (asset‑based or negotiable flat fees for management and hourly or fixed fees for planning) and does not vote client proxies.

To learn more about the advisors currently working at Green Trail Investments, LLC, 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.