Greenport Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GreenPort Capital Advisors provides personalized investment management and comprehensive financial planning and consulting to individuals (including high-net-worth and non‑HNW clients), trusts, estates and charitable entities. The firm’s two-advisor team manages approximately $115.6 million across about 68 client relationships and generally requires a $1,000,000 relationship size (waivers may be granted).
The firm describes an investment approach focused on seeking good risk‑adjusted returns with a long‑term perspective, using broadly diversified portfolios and active attention to both explicit costs and tax implications. GreenPort’s process begins with detailed data gathering and ongoing discretionary monitoring, and it employs a mix of fundamental analysis alongside charting/technical and cyclical analysis, with both short‑ and long‑term trading approaches available.
What distinguishes GreenPort among supported firms is its explicit use of technical and cyclical methods in addition to fundamental research, and the fact that all reported assets are managed on a discretionary basis by the small advisory team. The firm also operates without receiving third‑party sales compensation and leaves proxy voting authority with clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% $3,000,000 - $8,000,000: 0.75% Above $8,000,000+: 0.50%
Account minimum: $1,000,000 Fee-only: Fee-based only, no commissions received by firm or employees.
Main office
11 Apex Drive, Suite 300 A #151
Marlborough MA 01752
Advisors at this office
2
Most active in
Massachusetts · New Hampshire
Also doing business as
Greenport Capital Advisors · Greenport Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Marcus G
Series 65
Marlborough, MA
Greenport Capital Advisors
Marcus Green is a financial advisor at GreenPort Capital Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked at Vodia Capital, LLC since 2007. GreenPort Capital Advisors provides personalized investment and financial management services to individuals, families, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm employs a long-term, diversified investment approach combining fundamental and technical analysis, with attention to tax and liquidity considerations.
Robert K
CFA®
Marlborough, MA
Greenport Capital Advisors
Robert Kea is a CFA® charterholder with eight years of industry experience. He is currently an advisor at GreenPort Capital Advisors and has prior experience at Putnam Investments, where he worked from 1989 to the present. GreenPort Capital Advisors provides personalized investment and financial management services to individuals, families, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm emphasizes a long-term, diversified approach using fundamental and technical analysis, with attention to tax and liquidity considerations.
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