A complete list of active advisors currently associated with Greenerbucks

Warmer can help you find a great advisor at Greenerbucks or one who fits your needs even better.

Greenerbucks provides ongoing portfolio management and investment advice to individuals, charitable organizations, and business entities. The firm prepares individualized investment policy statements and tailors portfolios using a range of investment types including mutual funds, ETFs (including precious-metal ETFs), fixed income, real estate funds, private placements, and venture capital. The firm applies multiple methods of analysis — charting, cyclical, fundamental, quantitative, and modern portfolio theory — and may implement long‑term trading as well as margin and options strategies; however, Greenerbucks does not take discretionary trading authority and obtains client approval before placing trades. It also makes performance‑based fee arrangements available to qualified clients under applicable state rules, with procedures intended to address the conflicts that can arise from such fees. Notable for a small, single‑advisor practice, the firm reports its assets as non‑discretionary (no discretionary AUM reported, non‑discretionary AUM shown in the brochure) while retaining the capability to charge performance‑based fees — a combination that is uncommon among similar firms. The brochure also discloses that supervised persons are licensed to sell insurance products, that the firm may receive soft‑dollar research benefits, and that clients are required to use specified custodians, all of which are presented as potential conflicts or operational constraints.

To learn more about the advisors currently working at Greenerbucks, 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.