Rio Verde, AZ Office

Greenwich Advisors, LLC is a Delaware‑organized SEC‑registered investment adviser with a five‑advisor team managing roughly $293 million for about 72 clients across five offices. The firm offers discretionary and non‑discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) and some businesses, generally applying a $1,000,000 account minimum that may be waived in select situations.

The firm customizes advice to clients’ objectives and risk tolerances and often operates under granted trading discretion, employing methods that include fundamental, technical, cyclical analysis and Modern Portfolio Theory while managing cash via custodian sweep options. Greenwich recommends institutional custodians (BNY Mellon, Pershing, Charles Schwab), uses research and other institutional platform benefits (including soft‑dollar arrangements), and notes that tax efficiency is not its primary investment objective, advising clients to consult tax professionals.

Compared with many peers, the brochure discloses an unusually broad willingness to use complex and alternative instruments — including digital assets, derivatives, leveraged ETFs, structured products, private placements and PIPES — which may reflect work with sophisticated or concentrated portfolios. The firm also notes occasional trustee appointments for client accounts, the use of standing wire authorizations, and that it does not vote client proxies, practices that are less common among similarly sized team advisers.