Birmingham, AL Office
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Greybox Investments
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Firm-wide stats for Greybox Investments
About
Greybox Investments provides fee-only portfolio management primarily to individual and high-net-worth clients, as well as charitable organizations, other registered investment advisers and corporations, managing roughly $177 million across about 104 client relationships. Services emphasize discretionary wealth management delivered through separately managed accounts, unified managed accounts and custom portfolio solutions rather than a packaged financial planning offering.
The firm’s investment approach is quantitative and multi-factor, building style- and sector-based component equity strategies typically composed of 30–60 holdings and incorporating ADRs, ETFs and GDRs where appropriate. Portfolios are constructed using forward-looking risk and return forecasts, internal and external investment components, tax-efficient rebalancing and optional social equity screening, and the firm also offers custom SMA models to other RIAs on negotiated terms.
What is distinctive about Greybox relative to many peer teams is its explicit absence of standalone financial planning services and its focus on scalable, model-driven portfolio construction and distribution to other advisers. The firm also emphasizes institutional custody relationships, block trading and bespoke account constraints that can produce account-level differences from model performance, a set of operational features less commonly emphasized among similar-sized team firms.
Based on Greybox Investments
Expertise
Based on Greybox Investments
Location
2301 Morris Avenue, Suite 105
Birmingham AL 35203
Advisors at this office
2
Advisors at this office
Donie C
Series 63, Series 65
Birmingham, AL
Greybox Investments
Donie Carlson is a financial advisor at Greybox Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Carlson has been involved with Albemarle Corporation, Martin Farm, and Rockhouse, LLC, entities related to his family farm, where he participates in operational responsibilities outside of trading hours. Greybox Investments provides portfolio and wealth management services to individual and high-net-worth clients, charitable organizations, and other registered investment advisers. The firm employs a quantitative multi-factor approach combined with fundamental analysis to construct equity strategies and offers customized solutions without using hedge funds or structured products.
Kenneth C
CFA®, Series 63
Birmingham, AL
Greybox Investments
Kenneth Carlson is a CFA® charterholder with 10 years of industry experience, currently serving at Greybox Investments in Birmingham, AL. He has worked at DMC Group, LLC since 2015 and maintains active roles in several family-owned businesses, including Albemarle Corporation, Martin Farm, and Rockhouse, LLC, where he contributes to farm operations outside of trading hours. Greybox Investments provides portfolio and wealth management services primarily to individual and high-net-worth clients, as well as charitable organizations and other registered investment advisers, using a quantitative multi-factor investment approach combined with fundamental analysis. The firm offers customized single-sleeve models to other RIAs and focuses on forward-looking risk and return estimates while avoiding hedge funds and structured products.
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