A complete list of active advisors currently associated with Greenshields Capital LLC
Warmer can help you find a great advisor at Greenshields Capital LLC or one who fits your needs even better.
GreenShields Capital advises individual and high‑net‑worth clients and also provides advisory services to employer‑sponsored retirement plans, offering discretionary portfolio management, Investment Policy Statements, and limited financial planning to ongoing clients. The firm reports managing roughly $192 million for about 135 client accounts and typically charges asset‑based fees for portfolio management. Investment decisions are implemented under discretionary authority and guided by written IPS documents; the firm uses a mix of methods including fundamental, quantitative, technical and cyclical analysis and pursues a long‑term trading strategy with regular portfolio monitoring. Accounts are reviewed at least monthly and the adviser provides quarterly monitoring reports for plan clients, with ERISA 3(21) recommendations or 3(38) discretionary management available to plan sponsors. What is distinctive about GreenShields is that it both acts as a plan advisor/manager and may direct clients to third‑party investment advisers, receiving negotiated fee shares from those managers — a practice that is uncommon among peers. Principals maintain insurance licenses and may offer commissionable insurance products to clients, a potential conflict of interest that the firm discloses and documents in client files.
To learn more about the advisors currently working at Greenshields Capital 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 |
|---|---|---|
El Segundo, CA
| 26
| |
El Segundo, CA
| 34
|
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