A complete list of active advisors currently associated with Green Vista Asset Management LLC
Warmer can help you find a great advisor at Green Vista Asset Management LLC or one who fits your needs even better.
Green Vista Asset Management LLC is a small advisory firm with a six‑person team managing roughly $16.2 million for about 58 clients. It provides discretionary and non‑discretionary portfolio management, selection and monitoring of third‑party managers, and financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, corporations and select institutional clients, including insurance companies. The firm constructs customized separately managed accounts across equities, fixed income, options and alternative investments and may employ hedging, leverage and derivative exposure indirectly through underlying funds as part of its risk‑management and return‑seeking approach. Green Vista uses a combination of in‑house analysis and third‑party research, offers TPM programs with due diligence and ongoing oversight, and provides hourly financial planning that may be waived or offset if clients implement advisory services. What is noteworthy about Green Vista compared with many peers is its work with insurance company clients — a client type that is uncommon for firms of this size — and the advisory team’s multiple industry affiliations, including dual registration with an affiliated broker‑dealer, insurance licensing, and engagement in private placements and real‑estate sponsorships, all of which the firm discloses as potential conflicts. The firm also does not aggregate or “block” trades across client accounts and does not take custody of client assets, instead relying on qualified custodians and client statements for account reporting.
To learn more about the advisors currently working at Green Vista Asset Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Winter Park, FL
| 20
| |
Winter Park, FL
| 17
| |
Winter Park, FL
| 22
| |
Winter Park, FL
| 7
| |
Winter Park, FL
| 6
| |
Winter Park, FL
| 23
|
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