A complete list of active advisors currently associated with Greenrock Advisory LLC

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

GreenRock Advisory LLC provides discretionary investment management and financial planning guidance to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm states a general account minimum of $1,000,000 (with exceptions considered) and also offers services related to employer‑sponsored retirement plans. The firm customizes portfolios based on client objectives, risk assessments, and an articulated macro “top‑down” fundamental framework supplemented by technical, sentiment, and behavioral analysis. Its investment implementation can include a wide set of instruments — domestic and foreign equities and fixed income, alternative structured products, private assets, interval and closed‑end funds, REITs, equity options, cryptocurrencies, leveraged ETFs — and may employ margin, short sales, concentrated positions, and tactical model adjustments when appropriate, all of which increase portfolio risk. In business since 2010 and operated by its founder/principal, the fee‑only, registered adviser manages a relatively small client roster that the brochure indicates supports individualized portfolio work. The firm directs custody to Charles Schwab and receives software and operational support, may bill for assets held outside its primary custodian, and will consider performance‑based arrangements for qualified clients — practices that distinguish it from many peers.

To learn more about the advisors currently working at Greenrock Advisory 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.